Welfare broker

DANIELS INSURANCE

Mailing address (most recent filing)

805 ST MICHAELS DR

SANTA FE, NM 87505

Total comp: $48K
Commissions: $6K
Fees: $41K
Filings: 2
Sponsors: 2

Carrier mix

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

VISION SERVICE PLAN100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
VISION SERVICE PLAN	1	$24K	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
NM	1	$24K	0.4%	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's plans by broker comp / premium ratio. Median 5.34% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

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

Sponsor	Loc	Premium	Comp	Carrier
PATRIOT POWER INVESTMENT CORPORATION VISION PLAN FOR THE EMPLOYEES OF PATRIOT POWER INVESTMENT CORPORATION	NM	$24K	$1K	VISION SERVICE PLAN