Welfare broker

CORPORATE STRATEGIES, INC.

Mailing address (most recent filing)

21021 VENTURA BLVD, SUITE 200

WOODLAND HILLS, CA 91364

Total comp: $218K
Commissions: $218K
Fees: $0
Filings: 9
Sponsors: 9

Carrier mix

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

UNITEDHEALTHCARE INSURANCE COMPANY33.3%
BLUE CROSS OF CALIFORNIA33.3%
AETNA LIFE INSURANCE COMPANY33.3%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$975K	33.3%
BLUE CROSS OF CALIFORNIA	1	$690K	33.3%
AETNA LIFE INSURANCE COMPANY	1	$1.7M	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
CA	3	$3.4M	0.0%	12.75x

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 STRATEGIES, INC.'s plans by broker comp / premium ratio. Median 5.95% vs welfare-wide median 6.29% (n=3).

Prospect-flag exposure · vs market baseline

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

1-3 of 3 sponsors where CORPORATE STRATEGIES, INC. is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
INPUT 1, LLC INPUT 1 LLC HEALTH AND WELFARE BENEFIT PLAN	CA	$1.7M	$103K	AETNA LIFE INSURANCE CO.
U.S.T.E. INC. U.S.T.E. INC. HEALTH AND WELFARE BENEFIT PLAN	CA	$975K	$45K	UNITEDHEALTHCARE INSURANCE COMPANY
MICHAEL STARS, INC. MICHAEL STARS WELFARE BENEFITS PLAN	CA	$690K	$41K	BLUE CROSS OF CALIFORNIA

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$975K

33.3%

BLUE CROSS OF CALIFORNIA

$690K

33.3%

AETNA LIFE INSURANCE COMPANY

$1.7M

33.3%

State

Plans

Premium

State share

Index

$3.4M

0.0%

12.75x

Sponsor

Loc

Premium

Comp

Carrier

INPUT 1, LLC

INPUT 1 LLC HEALTH AND WELFARE BENEFIT PLAN

$1.7M

$103K

AETNA LIFE INSURANCE CO.

U.S.T.E. INC.

U.S.T.E. INC. HEALTH AND WELFARE BENEFIT PLAN

$975K

$45K

UNITEDHEALTHCARE INSURANCE COMPANY

MICHAEL STARS, INC.

MICHAEL STARS WELFARE BENEFITS PLAN

$690K

$41K

BLUE CROSS OF CALIFORNIA