Welfare broker

DATTILO CONSULTING, INC.

Mailing address (most recent filing)

1711 LAKE DRIVE WEST

CHANHASSEN, MN 55317

Carrier mix

Where DATTILO CONSULTING, INC. places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA	2	$0	40.0%
AETNA LIFE INSURANCE COMPANY	2	$0	40.0%
UNITED OF OMAHA LIFE INSURANCE COMPANY	1	$0	20.0%

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
MN	5	$0	0.2%	50.15x

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 DATTILO CONSULTING, INC.'s plans by broker comp / premium ratio. Median n/a vs welfare-wide median 6.29% (n=0).

Prospect-flag exposure · vs market baseline

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

1-5 of 5 sponsors where DATTILO CONSULTING, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
OMNETICS CONNECTOR CORPORATION OMNETICS CONNECTOR CORPORATION WELFARE BENEFIT PLAN	MN	$0	$105K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
THE MOSCOE GROUP THE MOSCOE GROUP WELFARE BENEFIT PLAN	MN	$0	$72K	AETNA LIFE INSURANCE CO
LINDAR CORPORATION LINDAR CORPORATION WELFARE BENEFIT PLAN	MN	$0	$58K	UNITED OF OMAHA LIFE INSURANCE COMPANY
MODERN MANUFACTURING & ENGINEERING MODERN MANUFACTURING & ENGINEERING GROUP WELFARE BENEFIT PLAN	MN	$0	$56K	THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
GLOBAL OVERVIEW GLOBAL OVERVIEW WELFARE BENEFITS PLAN	MN	$0	$37K	AETNA LIFE INSURANCE CO