Welfare broker

DANIELS INSURANCE AGENCY

Mailing address (most recent filing)

805 ST MICHAELS DR

SANTA FE, NM 87505

Total comp: $528K
Commissions: $528K
Fees: $0
Filings: 4
Sponsors: 4

Carrier mix

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

PRESBYTERIAN HEALTH PLAN INC.33.3%
DELTA DENTAL OF CALIFORNIA33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRESBYTERIAN HEALTH PLAN INC.	1	$2.3M	33.3%
DELTA DENTAL OF CALIFORNIA	1	$102K	33.3%
CIGNA HEALTH AND LIFE INSURANCE COMPANY	1	$531K	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
NM	3	$2.9M	1.2%	454.90x

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 DANIELS INSURANCE AGENCY's plans by broker comp / premium ratio. Median 19.94% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where DANIELS INSURANCE AGENCY is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
AMFABSTEEL, INC. AMFABSTEEL EE WELFARE BENEFIT PLANS	NM	$2.3M	$462K	PRESBYTERIAN INSURANCE INC.
NEW MEXICAN, INC THE NEW MEXICAN FLEX SPENDING (CAFETERIA) PLAN	NM	$531K	$106K	CIGNA HEALTH AND LIFE INSURANCE COMPANY
PATRIOT POWER INVESTMENT CORPORATION DENTAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION	NM	$102K	$6K	DELTA DENTAL OF NEW MEXICO

Carrier

Plans

Premium

PRESBYTERIAN HEALTH PLAN INC.

$2.3M

33.3%

DELTA DENTAL OF CALIFORNIA

$102K

33.3%

CIGNA HEALTH AND LIFE INSURANCE COMPANY

$531K

33.3%

State

Plans

Premium

State share

Index

$2.9M

1.2%

454.90x

Sponsor

Loc

Premium

Comp

Carrier

AMFABSTEEL, INC.

AMFABSTEEL EE WELFARE BENEFIT PLANS

$2.3M

$462K

PRESBYTERIAN INSURANCE INC.

NEW MEXICAN, INC

THE NEW MEXICAN FLEX SPENDING (CAFETERIA) PLAN

$531K

$106K

CIGNA HEALTH AND LIFE INSURANCE COMPANY

PATRIOT POWER INVESTMENT CORPORATION

DENTAL PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION

$102K

$6K

DELTA DENTAL OF NEW MEXICO