Welfare broker

CODY JOCHIM, LION STREET FINANCIAL

Mailing address (most recent filing)

515 CONGRESS AVE, STE 2500

AUSTIN, TX 78701

Total comp: $505
Commissions: $505
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where CODY JOCHIM, LION STREET FINANCIAL places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA	1	$0	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
ND	1	$0	0.3%	346.98x

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 CODY JOCHIM, LION STREET FINANCIAL'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 CODY JOCHIM, LION STREET FINANCIAL's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where CODY JOCHIM, LION STREET FINANCIAL is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
O'DAY MANAGEMENT, INC. O'DAY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN	ND	$0	$505	EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA

Carrier

Plans

Premium

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA

100.0%

State

Plans

Premium

State share

Index

0.3%

346.98x

Sponsor

Loc

Premium

Comp

Carrier

O'DAY MANAGEMENT, INC.

O'DAY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

$505

EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA