Welfare broker

DANIEL NELSON

Mailing address (most recent filing)

8753 E BELL RD

STE 110

SCOTTSDALE, AZ 85260

Total comp: $87K
Commissions: $87K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

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

BLUE CROSS OF CALIFORNIA50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	1	$817K	50.0%
AETNA LIFE INSURANCE COMPANY	1	$491K	50.0%

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
AZ	2	$1.3M	0.1%	85.91x

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 DANIEL NELSON's plans by broker comp / premium ratio. Median 7.30% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

1-2 of 2 sponsors where DANIEL NELSON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
DPM MANAGEMENT INC. DPM MANAGEMENT INC. WELFARE BENEFIT PLAN	AZ	$817K	$106K	BLUE CROSS BLUE SHIELD OF ARIZONA
AMG II, LLC DBA COLLIERS AMG II LLC MEDICAL PLAN	AZ	$491K	$8K	AETNA LIFE INSURANCE CO.