Welfare broker

STRATEGIC BENEFITS OF CINCINNATI

Mailing address (most recent filing)

424 WARDS CORNER RD

STE 120

LOVELAND, OH 45140

Total comp: $340K
Commissions: $276K
Fees: $64K
Filings: 27
Sponsors: 27

Carrier mix

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

UNITED OF OMAHA LIFE INSURANCE COMPANY60.0%
HCC LIFE INSURANCE COMPANY20.0%
DELTA DENTAL OF CALIFORNIA20.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITED OF OMAHA LIFE INSURANCE COMPANY	3	$400K	60.0%
HCC LIFE INSURANCE COMPANY	1	$504K	20.0%
DELTA DENTAL OF CALIFORNIA	1	$91K	20.0%

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	5	$995K	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 STRATEGIC BENEFITS OF CINCINNATI's plans by broker comp / premium ratio. Median 23.48% vs welfare-wide median 6.29% (n=5).

Prospect-flag exposure · vs market baseline

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

1-5 of 5 sponsors where STRATEGIC BENEFITS OF CINCINNATI is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
OHIO VALLEY ELECTRICAL SVCS INC OHIO VALLEY ELECTRICAL SERVICES GROUP LIFE PLAN	OH	$504K	$62K	HCC LIFE INSURANCE COMPANY
BASCO MANUFACTURING COMPANY BASCO MANUFACTURING COMPANY GROUP INSURANCE PLAN	OH	$159K	$37K	UNITED OF OMAHA LIFE INSURANCE COMPANY
ENERVISE LLC ENERVISE LLC	OH	$124K	$30K	UNITED OF OMAHA LIFE INSURANCE COMPANY
APEX EXPRESS INC APEX EXPRESS INC LIFE & DISABILITY PLAN	OH	$117K	$28K	UNITED OF OMAHA LIFE INSURANCE COMPANY
STACK CONSTRUCTION TECHNOLOGIES IN STACK CONSTRUCTION TECHNOLOGIES INC	OH	$91K	$11K	DELTA DENTAL OF OHIO