Welfare broker

CORPORATE BENEFIT STRATEGIES, INC.

Mailing address (most recent filing)

P O BOX 1730

MERIDIAN, MS 39301

Total comp: $62K
Commissions: $62K
Fees: $0
Filings: 3
Sponsors: 3

Carrier mix

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

SUN LIFE ASSURANCE COMPANY OF CANADA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
SUN LIFE ASSURANCE COMPANY OF CANADA	1	$588K	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
MS	1	$588K	0.2%	248.48x

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

1-1 of 1 sponsor where CORPORATE BENEFIT STRATEGIES, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
SOUTHERN CAST PRODUCTS, INC. SOUTHERN CAST PRODUCTS, INC. EMPLOYEE MEDICAL REIMBURSMENT PLAN	MS	$588K	$0	SUN LIFE ASSURANCE COMPANY OF CANADA