Welfare broker

WILLIAM E. MAHONEY, JR.

Mailing address (most recent filing)

ONE MONARCH PLACE, SUITE 1840

SPRINGFIELD, MA 01144

Total comp: $220K
Commissions: $220K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

Where WILLIAM E. MAHONEY, JR. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK	1	$3.0M	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
FL	1	$3.0M	0.0%	25.39x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of WILLIAM E. MAHONEY, JR.'s plans by broker comp / premium ratio. Median 7.42% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of WILLIAM E. MAHONEY, JR.'s book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where WILLIAM E. MAHONEY, JR. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
MILLENNIUM PHYSICIAN GROUP, LLC MILLENNIUM INDIVIDUAL SECURED RETIREMENT PLAN	FL	$3.0M	$221K	NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION