Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$616K
- Prescription drug$616K
- Life$120K
- Short-term disability$120K
- Long-term disability$120K
- Other$120K
- +2 more
Sponsor portfolio
CUSTOMIZED DISTRIBUTION, LLC
EIN 58-2526654Wholesale TradeLatest filing 2024
Plans
2
Retirement
1
$924K assets
Welfare
1
$827K premiums
Participants
305
5545 SHAWLAND RD - JACKSONVILLE, FL 322541673904-783-6120
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $827K premiums / 308 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
- UNITED OF OMAHA LIFE INSURANCE COMPANY15%
- METROPOLITAN LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
77%top
- ALLIANT INSURANCE SERVICES, INC.77%
- GALLAGHER BENEFIT SERVICES, INC.23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CDI 401(K) PLAN
401k
Assets$924K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CUSTOMIZED DISTRIBUTION, LLC WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$827K
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CDI 401(K) PLAN | 401k | $924K | 28 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CUSTOMIZED DISTRIBUTION, LLC WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $827K | 308 | 2024 |
Retirement plans
Welfare plans