PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CUSTOMIZED DISTRIBUTION, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 58-2526654

CUSTOMIZED DISTRIBUTION, LLC

5151 BROOK HOLLOW PARKWAY · NORCROSS, GA 30071
4046918128
Plans filed
1
Years active
2022–2024
Industry
NAICS 42
Latest filing
2024
Total premiums (latest)
$827K
No prior year
Persons covered
308
No prior year
Total participants
277
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$827K
CUSTOMIZED DISTRIBUTION, LLC WELFARE PLAN
Fully insured308 covered·3 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$616K32.5%
Prescription drug$616K32.5%
Life$120K6.4%
Short-term disability$120K6.4%
Long-term disability$120K6.4%
Other$120K6.4%
Dental$90K4.8%
Vision$90K4.8%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRx
$616K74.6%11189
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$120K14.6%11277
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$90K10.9%11308

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.ALPHARETTA, GAUNITED OF OMAHA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$69K$5K$73K77.5%1
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILUNITED OF OMAHA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$21K$147$21K22.5%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica