Welfare broker

CSI INSURANCE PLAN AND TRUST FUND

Mailing address (most recent filing)

2969 PRAIRIE ST SW, STE 102

GRANDVILLE, MI 494182008

Total comp: $301K
Commissions: $301K
Fees: $0
Filings: 1
Sponsors: 1

Carrier mix

Where CSI INSURANCE PLAN AND TRUST FUND places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

PRIORITY HEALTH100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
PRIORITY HEALTH	1	$11.9M	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
MI	1	$11.9M	0.0%	41.16x

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 CSI INSURANCE PLAN AND TRUST FUND's plans by broker comp / premium ratio. Median 2.54% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

Share of CSI INSURANCE PLAN AND TRUST FUND's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-1 of 1 sponsor where CSI INSURANCE PLAN AND TRUST FUND is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
CHRISTIAN SCHOOLS INTERNATIONAL (CSI) CSI INSURANCE PLAN AND TRUST FUND	MI	$11.9M	$301K	PRIORITY HEALTH