Welfare broker

WILLIAM MANNIX

Mailing address (most recent filing)

4830 WEST KENNEDY BOULEVARD

SUITE 550

TAMPA, FL 33609

Total comp: $338K
Commissions: $335K
Fees: $4K
Filings: 17
Sponsors: 17

Carrier mix

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

BLUE CROSS OF CALIFORNIA66.7%
PRINCIPAL LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$2.5M	66.7%
PRINCIPAL LIFE INSURANCE COMPANY	1	$364K	33.3%

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
AZ	2	$1.6M	0.1%	57.27x
TX	1	$1.2M	0.0%	5.57x

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 MANNIX's plans by broker comp / premium ratio. Median 7.99% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where WILLIAM MANNIX is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
PALLET MANAGEMENT SERVICES LLC FIDELIS LOGISTICS SERVICES , LLC WELFARE BENEFIT PLAN	AZ	$1.3M	$102K	BLUE CROSS BLUE SHEILD OF ARIZONA
TERZO ENTERPRISES INCORPORATED TERZO ENTERPRISES INCORPORATED HEALTH AND WELFARE BENEFIT PLAN	TX	$1.2M	$65K	BLUECROSS BLUESHIELD OF TEXAS
CREDIT UNION WEST CREDIT UNION WEST FLEXIBLE BENEFIT PLAN	AZ	$364K	$32K	PRINCIPAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

BLUE CROSS OF CALIFORNIA

$2.5M

66.7%

PRINCIPAL LIFE INSURANCE COMPANY

$364K

33.3%

State

Plans

Premium

State share

Index

$1.6M

0.1%

57.27x

$1.2M

0.0%

5.57x

Sponsor

Loc

Premium

Comp

Carrier

PALLET MANAGEMENT SERVICES LLC

FIDELIS LOGISTICS SERVICES , LLC WELFARE BENEFIT PLAN

$1.3M

$102K

BLUE CROSS BLUE SHEILD OF ARIZONA

TERZO ENTERPRISES INCORPORATED

TERZO ENTERPRISES INCORPORATED HEALTH AND WELFARE BENEFIT PLAN

$1.2M

$65K

BLUECROSS BLUESHIELD OF TEXAS

CREDIT UNION WEST

CREDIT UNION WEST FLEXIBLE BENEFIT PLAN

$364K

$32K

PRINCIPAL LIFE INSURANCE COMPANY