Daniels Insurance Agency
Santa Fe, NM
Daniels Insurance Agency of Santa Fe, NM is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $598,785 in reported broker commissions (plan year 2025).
Quick answer
Daniels Insurance Agency (Santa Fe, NM) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Daniels Insurance Agency have?
- Daniels Insurance Agency is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Daniels Insurance Agency's largest employer clients?
- By plan participants, the largest include Patriot Power Investment Corporation (328 participants), New Mexican, Inc (192 participants) and Amfabsteel, Inc. (158 participants).
- How much does Daniels Insurance Agency earn in commissions?
- Insurers reported $598,785 in broker commissions and $27,350 in fees paid to Daniels Insurance Agency for plan year 2025, per Schedule A Part 1.
- Where is Daniels Insurance Agency located?
- Daniels Insurance Agency is based in Santa Fe, NM.
- How does Daniels Insurance Agency rank among benefits brokers in New Mexico?
- Daniels Insurance Agency ranks #23 by employer clients among the 50 most active benefits brokers based in New Mexico.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Daniels Insurance Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Patriot Power Investment Corporation | NM | 328 | 2025-12-31 |
| New Mexican, Inc | NM | 192 | 2026-02-28 |
| Amfabsteel, Inc. | NM | 158 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.