Welfare broker

DANIEL H. PATTERSON

Mailing address (most recent filing)

2703 E LAKE ROAD

MCDONOUGH, GA 302524931

Total comp: $212K
Commissions: $212K
Fees: $0
Filings: 13
Sponsors: 13

Carrier mix

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

UNITED HEALTHCARE INSURANCE COMPANY33.3%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33.3%
AMERICAN HERITAGE LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED HEALTHCARE INSURANCE COMPANY	1	$868K	33.3%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	1	$34K	33.3%
AMERICAN HERITAGE LIFE INSURANCE COMPANY	1	$447K	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
GA	3	$1.3M	0.0%	15.18x

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 H. PATTERSON's plans by broker comp / premium ratio. Median 7.04% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where DANIEL H. PATTERSON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SOUTHERN MILLS, INC. TENCATE PROTECTIVE FABRICS SOUTHERN MILL, INC. HEALTH AND DENTAL BENEFITS PLAN	GA	$868K	$51K	UNITED HEALTHCARE INSURANCE COMPANY
YKK AP AMERICA INC. YKK AP AMERICA INC. BENEFIT PLAN	GA	$447K	$31K	AMERICAN HERITAGE LIFE INSURANCE COMPANY
SOUTHERN MILLS, INC. SOUTHERN MILLS LONG TERM DISABILITY PLAN	GA	$34K	$5K	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

UNITED HEALTHCARE INSURANCE COMPANY

$868K

33.3%

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

$34K

33.3%

AMERICAN HERITAGE LIFE INSURANCE COMPANY

$447K

33.3%

State

Plans

Premium

State share

Index

$1.3M

0.0%

15.18x

Sponsor

Loc

Premium

Comp

Carrier

SOUTHERN MILLS, INC. TENCATE PROTECTIVE FABRICS

SOUTHERN MILL, INC. HEALTH AND DENTAL BENEFITS PLAN

$868K

$51K

UNITED HEALTHCARE INSURANCE COMPANY

YKK AP AMERICA INC.

YKK AP AMERICA INC. BENEFIT PLAN

$447K

$31K

AMERICAN HERITAGE LIFE INSURANCE COMPANY

SOUTHERN MILLS, INC.

SOUTHERN MILLS LONG TERM DISABILITY PLAN

$34K

$5K

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY