Welfare broker

DANIEL P BATTY

Mailing address (most recent filing)

111 EAST UWCHLAN AVENE

EXTON, PA 19341

Total comp: $73K
Commissions: $69K
Fees: $5K
Filings: 4
Sponsors: 4

Carrier mix

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

RELIANCE STANDARD LIFE INSURANCE COMPANY50.0%
BLUE CROSS OF CALIFORNIA50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
RELIANCE STANDARD LIFE INSURANCE COMPANY	1	$28K	50.0%
BLUE CROSS OF CALIFORNIA	1	$790K	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
PA	2	$819K	0.0%	23.98x

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 P BATTY's plans by broker comp / premium ratio. Median 9.50% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP WRAP PLAN	PA	$790K	$53K	HIGHMARK INC.
PRECIS ENGINEERING, INC. PRECIS ENGINEERING, INC. HEALTH AND WELFARE PLAN	PA	$28K	$3K	RELIANCE STANDARD LIFE INSURANCE COMPANY

Carrier

Plans

Premium

RELIANCE STANDARD LIFE INSURANCE COMPANY

$28K

50.0%

BLUE CROSS OF CALIFORNIA

$790K

50.0%

State

Plans

Premium

State share

Index

$819K

0.0%

23.98x

Sponsor

Loc

Premium

Comp

Carrier

COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP

COCORES HOLDINGS, LLC DBA UFINANCIAL GROUP WRAP PLAN

$790K

$53K

HIGHMARK INC.

PRECIS ENGINEERING, INC.

PRECIS ENGINEERING, INC. HEALTH AND WELFARE PLAN

$28K

$3K

RELIANCE STANDARD LIFE INSURANCE COMPANY