Welfare broker

CUSTOM DESIGN BENEFITS

Mailing address (most recent filing)

5589 CHEVIOT ROAD

CINCINNATI, OH 45247

Total comp: $43K
Commissions: $0
Fees: $43K
Filings: 2
Sponsors: 2

Carrier mix

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

CUSTOM DESIGN BENEFITS100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
CUSTOM DESIGN BENEFITS	1	$1.3M	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
OH	1	$1.3M	0.0%	7.72x

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 CUSTOM DESIGN BENEFITS's plans by broker comp / premium ratio. Median 6.25% vs welfare-wide median 6.29% (n=1).

Prospect-flag exposure · vs market baseline

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

1-1 of 1 sponsor where CUSTOM DESIGN BENEFITS is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN	OH	$1.3M	$81K	CUSTOM DESIGN BENEFITS