Welfare broker

CORPORATE BENEFIT DESIGN

Mailing address (most recent filing)

5347 S VALENTIA WAY

SUITE 130

GREENWOOD VILLAGE, CO 80111

Total comp: $139K
Commissions: $133K
Fees: $6K
Filings: 13
Sponsors: 13

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
PAN-AMERICAN LIFE INSURANCE COMPANY33.3%
HUMANA INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$1.1M	33.3%
PAN-AMERICAN LIFE INSURANCE COMPANY	1	$287K	33.3%
HUMANA INSURANCE COMPANY	1	$70K	33.3%

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
CO	3	$1.5M	0.2%	81.26x

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 CORPORATE BENEFIT DESIGN's plans by broker comp / premium ratio. Median 5.64% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where CORPORATE BENEFIT DESIGN is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
ISYS INCORPORATED ISYS INCORPORATED	CO	$1.1M	$64K	UNITEDHEALTHCARE INSURANCE COMPANY
GRAND AUTO, INC. GRAND AUTO EMPLOYEE WELFARE BENEFIT PLAN	CO	$287K	$13K	PAN-AMERICAN LIFE INSURANCE COMPANY
WHEEL PROS, LLC WHEEL PROS, LLC VISION PLAN	CO	$70K	$7K	HUMANA INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$1.1M

33.3%

PAN-AMERICAN LIFE INSURANCE COMPANY

$287K

33.3%

HUMANA INSURANCE COMPANY

$70K

33.3%

State

Plans

Premium

State share

Index

$1.5M

0.2%

81.26x

Sponsor

Loc

Premium

Comp

Carrier

ISYS INCORPORATED

$1.1M

$64K

UNITEDHEALTHCARE INSURANCE COMPANY

GRAND AUTO, INC.

GRAND AUTO EMPLOYEE WELFARE BENEFIT PLAN

$287K

$13K

PAN-AMERICAN LIFE INSURANCE COMPANY

WHEEL PROS, LLC

WHEEL PROS, LLC VISION PLAN

$70K

$7K

HUMANA INSURANCE COMPANY