Custom Glass Parent LLC

600 Lakeview Plaza Blvd Ste A
Worthington, OH 43085

Talking Points

For the Agent

These are points that might help guide an agent as they look to approach a prospect.

  • A break in policy terms may indicate inconsistent work load which can result in substandard employment.
Needs Attention

Experience Mod Rating

Mod is an indication of how risky a company is to insure. It is based on a company's claim history.

  • Experience Mod is very good. It is in the 20th percentile compared to peers.
  • There was a recent mod increase.
Needs Attention

Market Competitiveness

We measure relative change (when a business chooses a different WC provider), and market share distribution over a rolling 24 months as compared to it's industry and state level activity to determine how competitive carriers are for your class of business.

  • 58% of peers have changed carriers since last year. This might indicate carriers are competing aggresively for similar businesses to cover.
  • Of the 58% of peers who changed carriers, This might indicate carriers are competing aggresively for similar businesses to cover.
  • Current Carrier's market share is in the 95th percentile at 39.1% of the market.
Needs Attention

OSHA

Most employers with 10 or more employees are required to maintain injury and illness records, known as the 300 log. In the event of an inspection, this information will likely be requested. Even without injury or claim, the proper documentation should be readily available on a location by location basis. These logs are critical but simple to maintain.

  • Businesses with serious and/or repeat violations should be provided with risk management practices to eliminate unnecessary risk and minimize what must exist in current processes.
Needs Attention

Business Stats

Policy History

Term Carrier Premium LCM
2024

1.000
2024

0.766
2023

1.048
2023

1.140
2023

-
2023

1.407
2023

1.370
2023

1.000
2023

0.766
2023

0.766
2023

0.885
2023

1.000
2023

1.359
2023
10-22-2022

2.507
2022

1.730
2022

1.400
2022

1.650
2022

1.490
2022

2.510
2022

-
2022

1.062
2022

1.720
2022

0.975
2022

1.410
2022

2.473
2022

1.048
2022

1.048
2022

1.000
2022

-
2022

2.090
2022

0.860
2022

2.880
2022

1.092
2022

0.766
2022

0.766
2022

0.890
2022

1.000
2022

1.540
2022

-
2022

1.432
2022

-
2022

-
2022

1.830
2022

1.409
2022

1.330
2022

1.359
2022

1.430
2022

1.540
2022

1.780
2022

1.410
2022

1.414
2022

1.430
2022
10-22-2022

1.764
2021

-
2021

-
2021

1.650
2021

1.490
2021

-
2021

1.650
2021

1.760
2021

-
2021

1.650
2021

1.110
2021

1.070
2021

1.070
2021

1.070
2021

-
2021

-
2021

1.344
2021

1.359
2021

1.027
2021

1.027
2021

1.020
2021

1.020
2021

1.020
2021

1.117
2021

1.117
2021

1.117
2021

0.940
2021

0.940
2021

1.008
2021

1.008
2021

-
2021

1.450
2021

-
2021

-
2021

1.600
2021

-
2021

1.330
2021

1.500
2021

1.430
2021

-
2021

1.240
2021

1.550
2021

1.580
2021

1.485
2021

1.414
2021

1.430
2020

-
2020

-
2020

-
2020

1.490
2020

-
2020

1.760
2020

-
2020

1.110
2020

1.070
2020

1.070
2020

-
2020

-
2020

-
2020

1.344
2020

1.027
2020

1.020
2020

1.092
2020

1.020
2020

1.117
2020

1.117
2020

0.940
2020

1.008
2020

-
2020

1.450
2020

1.580
2020

-
2020

-
2020

-
2020

1.600
2020

1.700
2020

1.330
2020

1.500
2020

1.430
2020

-
2020

1.240
2020

1.550
2020

1.580
2020

1.485
2020

1.414
2020

1.430
2020
11-01-2020

-
2019

-
2019

-
2019

-
2019

-
2019

-
2019

-
2019

1.490
2019

-
2019

1.760
2019

1.520
2019

-
2019

1.235
2019

1.360
2019

1.360
2019

-
2019

-
2019

1.360
2019

1.027
2019

1.248
2019

1.358
2019

-
2019

-
2019

0.553
2019

1.008
2019

-
2019

-
2019

1.450
2019

-
2019

-
2019

-
2019

-
2019

1.600
2019

1.600
2019

-
2019

1.400
2019

1.500
2019

1.500
2019

1.430
2019

-
2019

-
2019

1.240
2019

1.240
2019

1.550
2019

-
2019

-
2019

1.450
2019

1.450
2019

1.430
2019

-
2019
11-01-2019

-
2019
11-01-2019

1.092
2019
12-01-2019

-
2019
12-01-2019

1.580
2019
12-01-2019

1.400
2019
12-01-2019

1.430
2018

-
2018

-
2018

-
2018

-
2018

1.490
2018

-
2018

-
2018

1.360
2018

1.360
2018

1.235
2018

1.027
2018

1.235
2018

-
2018

-
2018

1.450
2018

-
2018

1.600
2018

-
2018

-
2018

1.430
2018

-
2018

1.240
2018

-
2018

-
2018

1.450
2018

1.450
2018

1.760
2018

1.430
2018
12-01-2017

1.580
2018
06-01-2018

-
2018
11-01-2018

1.027
2017

-
2017

-
2017

-
2017

1.490
2017

-
2017

1.360
2017

-
2017

-
2017

1.500
2017

1.250
2017

-
2017

-
2017

-
2017

1.450
2017

1.580
2017

-
2017

1.600
2017

-
2017

1.500
2017

1.430
2017

-
2017

1.240
2017

-
2017

-
2017

1.480
2017

1.480
2017

1.480
2017

1.850
2017

1.430
2017

-
2017

-
2016

-
2016

1.483
2016

-
2016

-
2016

-
2016

-
2016

1.450
2016

-
2016

1.300
2016

1.472
2016

1.500
2016

1.250
2016

1.450
2016

1.580
2016

-
2016

1.500
2016

-
2016

1.240
2016

1.490
2016

1.490
2016

1.850
2016

1.430
2015

-
2015

1.483
2015

-
2015

-
2015

-
2015

1.490
2015

-
2015

-
2015

-
2015

-
2015

-
2015

-
2015

-
2015

-
2015

-
2015

-
2015

1.250
2015

-
2015

1.580
2015

-
2015

1.500
2015

-
2015

-
2015

-
2015

1.850
2015

-
2015
06-01-2014

-
2015
08-19-2014

1.500
2015
12-01-2014

-
2015
12-01-2014

-
2015
12-01-2014

1.490
2015
12-01-2014

-
2015
12-01-2014

1.580
2014

-
2014

-
2014

-
2014

-
2014

-
2014

-
2014

-
2014

-
2014

1.240
2014

-
2014
01-01-2014

-
2013

-
2013

-
2013
01-01-2013

-
2013
01-01-2013

-
2012

-
2012

-
2012

-
2012
01-01-2012

-
2012
01-01-2012

-
2011
01-01-2011

-
2011
01-01-2011

-
2010

-
2010
01-01-2010

-
2009
01-01-2009

-
2009
01-01-2009

-

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UKKPZNW TGCGBJ
Benefits Admin
(152) 245-9409
6e17d

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $1,480,290,412 $8,831,290,301 $1,340,883,356 $9,964,634,985 $ 361,723,369 $8,566,602,113 $3,203,252,854 $6,801,991,369 $ 914,216,525 $ 455,426,466 $ 684,885,788 $ 399,630,054
Liabilities: $ 385,633 $ 651,088 $ 291,902 $ 44,980 $ 452,756 $ 354,388 $ 581,188 $ 35,122 $ 1,966,417 $ 654,388 $ 460,597 $ 364,944
EE Contrib: $ 74,732,913 $ 97,777,337 $ 51,211,554 $ 66,970,986 $ 95,908,467 $ 58,290,187 $ 18,856,515 $ 18,027,835 $ 33,553,165 $ 96,973,580 $ 82,940,715 $ 96,899,616
Emp Contrib: $ 35,907,382 $ 42,399,555 $ 16,980,628 $ 42,216,988 $ 47,084,987 $ 13,745,730 $ 71,464,882 $ 51,076,592 $ 32,750,935 $ 55,953,168 $ 78,212,099 $ 34,146,854
Income/Loss: $ 189,301,772 $ 698,081,335 $ 95,668,738($ 41,344,533) $ 144,330,632 $ 48,334,407($ 2,253,143) $ 90,030,735 $ 938,150,205 $ 3,736,524($ 9,122,891) $ 47,862,458
Total Income: $ 302,766,988 $ 438,351,664 $ 267,099,327 $ 92,708,179 $ 462,151,100 $ 691,994,516 $ 7,579,302 $ 47,319,533 $ 858,387,524 $ 716,951,126 $ 85,803,941 $ 1,247,073
Paid Benefits: $ 189,009,598 $ 882,085,290 $ 9,314,848 $ 774,258,006 $ 95,876,276 $ 776,271,564 $ 826,018,045 $ 40,940,207 $ 73,642,995 $ 75,689,170 $ 74,508,638 $ 58,524,481
Expenses: $ 0 $ 45 $ 78 $ 8 $ 93 $ 263 $ 79
  Commission: $ 2,168,590 $ 473,896 $ 4,164,963 $ 843,553 $ 670,604 $ 7,055,725 $ 2,580,122 $ 1,727,935 $ 7,996,692 $ 9,755,569 $ 5,352,964 $ 1,663,438
Net Income: $ 111,318,645 $ 6,354,923 $ 946,367,735($ 330,387,555) $ 649,703,046 $ 65,919,396($ 33,131,009) $ 57,550,188 $ 611,976,413 $ 98,699,410($ 48,571,460) $ 22,066,351
Net Assets: $1,586,417,508 $7,549,355,402 $8,874,118,967 $8,761,035,978 $2,352,842,633 $3,733,787,064 $5,835,244,815 $4,128,729,602 $4,619,121,615 $ 556,882,175 $ 459,229,488 $ 110,173,402

Participants

202120202019201820172016201520142013201220112010
Total Participants:197381931164685310726476130260355928286916940124350104190440
Active Part.:156060601007054184682076998222150185490470138994956417502460
Retired Part.:3137828063922782677570125807742254
Deceased Part.:2013961569627611684943463632178

Insurance

No Insurance Coverage

Providers

AHPWBN JTDCIPXOO CJRSZXXJN QMT
QMIRPY OUNMDCRQB CACBEDER, XRUInvestment advisory (participants)
Compensation:$1,331,545
Relation:ADVISOR
NYTEHF QLFYYXQXK HZWRecordkeeping and information management (computing, tabulating, data processing, etc.)
Compensation:$990,715
Relation:RECORDKEEPER
BENDTT JJMPMNPXU KKJLFQARV, FOGSecurities brokerage
Finders' fees/placement fees
Distribution (12b-1) fees
Compensation:$253,381
Relation:BROKER
ULBXXPTF KVJShareholder servicing fees
Finders' fees/placement fees
Compensation:$65,082
Relation:BROKERAGE CLEARING AGENT
SDEZC YIHRCLH OIPAPM WQAccounting (including auditing)
Direct payment from the plan
Compensation:$18,900
Relation:AUDITOR
KNCDWNWB CEP
Source: PERSHING LLC
Shareholder servicing fees
Finders' fees/placement fees
Compensation:SHAREHOLDER SERVICING FEES AND FINDERS' FEES
RGAAWJIX PBH
Source: ALIGHT FINANCIAL SOLUTIONS
Securities brokerage commissions and fees
Other (specify)
Compensation:SECURITIES BROKERAGE COMMISSIONS AND FEES

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3H - Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

    2R - Participant-directed brokerage accounts provided as an investment option under the plan.

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

Health Benefits

Financials

2022202120202019
BOY Assets: $ 0 $ 2
Liabilities: $ 0 $ 799
EE Contrib: $ 0 $ 50 $ 0 $ 10
Emp Contrib: $ 0 $ 2
Income/Loss: $ 0 $ 3 $ 6 $ 2
Total Income: $ 0
Paid Benefits: $ 0 $ 74 $ 0 $ 6
Expenses: $ 0 $ 6,000 $ 3
  Commission: $ 0 $ 9 $ 4
Net Income: $ 0 $ 3 $ 25
Net Assets: $ 0 $ 9 $ 0

Participants

2022202120202019
Total Participants:927105073310
Active Part.:927104929227
Retired Part.:993af2
Deceased Part.:840f4

Insurance

No Insurance Coverage

Providers

No Providers

Features

    4A - Health (other than vision or dental).


OSHA

Motor Carrier