Welfare broker

WILLIAM MATTHEW MCINNES

Mailing address (most recent filing)

3500 W 75TH ST #200

PRAIRIE VILLAGE, KS 66208

Total comp: $153K
Commissions: $153K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$1.2M	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
OH	1	$1.2M	0.0%	7.72x

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 MATTHEW MCINNES's plans by broker comp / premium ratio. Median 11.97% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where WILLIAM MATTHEW MCINNES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CARGOTEC HOLDING, INC CARGOTEC HOLDING, INC. GROUP HEALTH & WELFARE PLAN	OH	$1.2M	$145K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY