Welfare broker

WILLIAM MATTHEW MCINNES

Mailing address (most recent filing)

3500 W 75TH ST # 200

PRAIRIE VILLAGE, KS 66208

Total comp: $238K
Commissions: $238K
Fees: $0
Filings: 3
Sponsors: 3

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	2	$1.8M	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	2	$1.8M	0.0%	7.91x

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 13.83% vs welfare-wide median 6.40% (n=2).

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.

1-2 of 2 sponsors 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
HIAB USA INC. HIAB USA INC. HEALTH AND WELFARE BENEFIT PLAN	OH	$601K	$94K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

$1.8M

100.0%

State

Plans

Premium

State share

Index

$1.8M

0.0%

7.91x

Sponsor

Loc

Premium

Comp

Carrier

CARGOTEC HOLDING, INC

CARGOTEC HOLDING, INC. GROUP HEALTH & WELFARE PLAN

$1.2M

$145K

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

HIAB USA INC.

HIAB USA INC. HEALTH AND WELFARE BENEFIT PLAN

$601K

$94K

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY