Welfare broker

DANIEL B JONES

Mailing address (most recent filing)

19 CAMPION RD

NEW HARTFORD, NY 13413

Total comp: $26K
Commissions: $11K
Fees: $15K
Filings: 2
Sponsors: 2

Carrier mix

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

NORTHWESTERN MUTUAL100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
NORTHWESTERN MUTUAL	1	$194K	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
NY	1	$194K	0.0%	19.99x

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 DANIEL B JONES's plans by broker comp / premium ratio. Median 4.54% vs welfare-wide median 6.35% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where DANIEL B JONES is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
NEW YORK CENTRAL MUTUAL FIRE INSRUANCE COMPANY GROUP LONG TERM DISABILITY PLAN FOR EMPLOYEES OF NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY & A F STAGER INC	NY	$194K	$9K	NORTHWESTERN MUTUAL