Welfare broker

DANIEL JOSEPH OCONNELL

Mailing address (most recent filing)

5080 SPECTRUM DRIVE, SUITE 120

ADDISON, TX 75001

Total comp: $40K
Commissions: $33K
Fees: $7K
Filings: 4
Sponsors: 4

Carrier mix

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

METROPOLITAN LIFE INSURANCE COMPANY100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
METROPOLITAN LIFE INSURANCE COMPANY	1	$163K	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
TX	1	$163K	0.0%	16.72x

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 DANIEL JOSEPH OCONNELL's plans by broker comp / premium ratio. Median 12.62% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
LEGACY HOUSING CORPORATION LEGACY HOUSING CORPORATION EMPLOYEE WELFARE PLAN	TX	$163K	$21K	METROPOLITAN LIFE INSURANCE COMPANY