Customized Benefit Solutions
- Total comp
- $10.4M
- Commissions
- $10.1M
- Fees
- $278K
- Filings
- 12
- Sponsors
- 12
Customized Benefit Solutions summary
Customized Benefit Solutions appears as a broker on 12 Form 5500 Schedule A filings for 12 employer sponsors. Insurers reported $10.4M in commissions and fees paid to Customized Benefit Solutions. Most client plans are sponsored in TX and NJ. The most common carriers in the book are Unitedhealthcare Insurance Company, Bluecross Blueshield of Illinois and Cigna Health and Life Insurance Company. The largest clients include Visionary Practice Management Services, LLC, Absolute Pipeline Integrity, LLC and Amboy Bancorporation.
- Primary-broker plans
- 5
- Covered premium
- $17.1M
- Market share
- 0.089%
- Of all reported broker comp
Top 5 client plans by premium
Plans where Customized Benefit Solutions is the primary broker on the latest filing
| Sponsor | State | Premium | Covered |
|---|---|---|---|
| Amboy Bancorporation | NJ | $2.3M | 250 |
| Absolute Pipeline Integrity, LLC | TX | $1.9M | 635 |
| Visionary Practice Management Services, LLC | TX | $1.5M | 319 |
| PRC Management Company, Inc. | NJ | $1.2M | 111 |
| Texas National Bank of Jacksonville | TX | $1.1M | 149 |
- Amboy Bancorporation$2.3MNJCovered 250
- TXCovered 635
- TXCovered 319
- NJCovered 111
- TXCovered 149
Top client states
- TX3 plans
- NJ2 plans
Frequently asked questions
- Who uses Customized Benefit Solutions?
- 12 employer sponsors list Customized Benefit Solutions as a broker on Schedule A of Form 5500. The largest clients include Visionary Practice Management Services, LLC, Absolute Pipeline Integrity, LLC, Amboy Bancorporation, PRC Management Company, Inc. and Texas National Bank of Jacksonville. Most client plans are sponsored in TX and NJ.
- How many employer plans does Customized Benefit Solutions serve?
- Customized Benefit Solutions appears on 12 Schedule A filings for 12 employer health and benefits plan sponsors.
- How much does Customized Benefit Solutions earn?
- Insurers reported $10.4M in total compensation paid to Customized Benefit Solutions: $10.1M in commissions and $278K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.
Analytics
- Carrier mix
- Top carrier partners
- Top states
- Top industries by premium
- Sponsor-size mix
Book of business
1-5 of 5 sponsors where Customized Benefit Solutions is the primary broker (latest filing per plan).
See 5 client plans with Pro. Pro is free for 7 days and then costs $49 a month.
- Every client plan on this book
- Sponsor and plan names
- Premium and broker pay per plan
- Carrier on each plan