Welfare broker

DALTON, PATRICK

Mailing address (most recent filing)

3055 44TH ST. SW

GRANDVILLE, MI 49468

Total comp: $40K
Commissions: $40K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

PRIORITY HEALTH100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRIORITY HEALTH	2	$1.1M	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
MI	2	$1.1M	0.1%	41.13x

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 DALTON, PATRICK's plans by broker comp / premium ratio. Median 4.97% vs welfare-wide median 6.40% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where DALTON, PATRICK is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SMITH HAUGHEY RICE & ROEGGE, P.C. SMITH HAUGHEY RICE & ROEGGE EMPLOYEE BENEFIT PLAN	MI	$486K	$26K	PRIORITY HEALTH INSURANCE COMPANY
THOROUGHBRED FULFILLMENT, LLC THOROUGHBRED FULFILLMENT, LLC	MI	$574K	$26K	PRIORITY HEALTH INSURANCE COMPANY