Welfare broker

DANIEL D NELSON

Mailing address (most recent filing)

8753 EAST BELL ROAD, SUITE 110

SCOTTSDALE, AZ 85260

Total comp: $174K
Commissions: $158K
Fees: $16K
Filings: 11
Sponsors: 11

Carrier mix

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

LIFE INSURANCE COMPANY OF NORTH AMERICA66.7%
CIGNA HEALTH AND LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
LIFE INSURANCE COMPANY OF NORTH AMERICA	2	$24K	66.7%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$334K	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
AZ	3	$358K	0.2%	85.81x

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 D NELSON's plans by broker comp / premium ratio. Median 9.41% vs welfare-wide median 6.35% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where DANIEL D NELSON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VALOR GLOBAL, LLC VALOR GLOBAL, LLC HEALTH & WELFARE PLAN	AZ	$334K	$70K	CIGNA HEALTH AND LIFE INSURANCE COMPANY
VALOR GLOBAL, LLC VALOR GLOBAL, LLC HEALTH & WELFARE PLAN	AZ	$21K	$2K	LIFE INSURANCE COMPANY OF NORTH AMERICA
VALOR GLOBAL, LLC VALOR GLOBAL LLC HEALTH & WELFARE PLAN	AZ	$3K	$271	LIFE INSURANCE COMPANY OF NORTH AMERICA

Carrier

Plans

Premium

LIFE INSURANCE COMPANY OF NORTH AMERICA

$24K

66.7%

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$334K

33.3%

State

Plans

Premium

State share

Index

$358K

0.2%

85.81x

Sponsor

Loc

Premium

Comp

Carrier

VALOR GLOBAL, LLC

VALOR GLOBAL, LLC HEALTH & WELFARE PLAN

$334K

$70K

CIGNA HEALTH AND LIFE INSURANCE COMPANY

VALOR GLOBAL, LLC

VALOR GLOBAL, LLC HEALTH & WELFARE PLAN

$21K

$2K

LIFE INSURANCE COMPANY OF NORTH AMERICA

VALOR GLOBAL, LLC

VALOR GLOBAL LLC HEALTH & WELFARE PLAN

$3K

$271

LIFE INSURANCE COMPANY OF NORTH AMERICA