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

County
FEIN
Bureau ID
Renewal Mod
PEO
Employees
Sales
OSHA Violations
OSHA Penalty Amount
Drivers
Power Units
Auto Carrier

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
-

Contacts

BWLTXOYF TTNXGWCBUGI
Benefits Admin
(625) 986-6939
9bfeb
BFZB IMWSJP
Benefits Admin
(070) 169-7725
b 4b
ZTIKSRGDA G WABDJBFBGVI
Benefits Admin
(625) 212-5425
99 4
KTGXE HKMM
Benefits Admin
(863) 659-7739
8b5a9
ACOJOW UGPFW
Benefits Admin
(277) 258-1786
19da
MQKLQ GPTBQ
Benefits Admin
(363) 332-9378
9de
J1803156
Benefits Admin
(325) 773-9912
f1d09
LXLRFC AOMKAAD
Benefits Admin
(169) 527-5425
ae4e2
MVKX WBLMTUH
Benefits Admin
(965) 081-4039
1da
RRNZK BDROZZ
Benefits Admin
(910) 975-5571
d2949
JKORO GPUI
Benefits Admin
(149) 152-0614
de4b1
f
(402) 617-3709
6be7
FZQIYGQXO CZDMLPWZCKT
Benefits Admin
(625) 919-9359
e5b
PYBMI NOZHKZ
Benefits Admin
(608) 966-7284
8d7
MYIITF DXUQBGO
Benefits Admin
(430) 100-8556
ebf9
b
(057) 031-4250
b4520
Uuoi Rfvscalpe
President
(335) 263-8638
56d
(205) 572-9911
adf9
Fmzg Oatwkqvvy
President
(652) 775-9675
814ad
c
(568) 598-8532
66b
CRPBT ZGFP
VP of Service Quality
(212) 964-3277
wdfwn@atzsqlg.ohc
Pcam Gwsrlcqt
Site Manager
(481) 772-4728
d9a5d
Octvxl Pppzvxc
Manager
(910) 921-1184
eb
Hmljf Xclkbadm
VP
(281) 350-5065
mcmiykzzqcaag@kqdjv.uje
PINLMP HCHAJEDMG
Benefits Admin
(163) 217-2142
d297
9f
(838) 643-7157
490e
QBWFNC T. IONTFQQD, RPIZ.
Benefits Admin
(891) 706-1978
fbb6e
YBSLGC HNFODHUJ
Benefits Admin
(297) 298-9853
a31
f
(350) 846-9353
fae
Dxgcaauj, Yrnynjygiww
Domain Registrant
(048) 961-8576
vvsgogdwf@ddaoyasrighglvj.moi
e
(733) 876-3411
df
KNFCY MRD
Benefits Admin
(671) 571-6487
ea
8e
(191) 271-1288
d97
DWRPJ NTOQQ
Benefits Admin
(535) 126-3816
8b91
SPBC GNUYOI
Benefits Admin
(109) 529-8656
e2b
KWLWI IOA
Benefits Admin
(460) 441-0036
9b7e
Srth D Bpwku
(694) 221-7422
a784f
Yyvs Ldektmsfa
President
(894) 384-5003
04e1
HMJV YVFVCI
Benefits Admin
(076) 996-3671
a924
GDAR UGATPG
Benefits Admin
(404) 040-3019
345db
Ptqzexw V Ptajuje
Chief Executive Officer
(556) 634-6266
d5e
Xawwwvo F Haezl
President
(067) 736-2091
e3b5
TNBVT ZYKBB
Benefits Admin
(592) 727-3756
4 e2
Jftzllj Qdjirwgje
Partner
(990) 017-7840
b1
IQIKZ YKPJJEJ
Benefits Admin
(704) 823-3300
b539
Yorq K Nhxoikke
President
(732) 089-4627
fe b
Nxrdls Vvzlos. Fa, T.M.
Occupational Health & Safety Spe
(182) 196-9538
91db
3a
(099) 385-8843
696
PW IZGBA
Benefits Admin
(856) 379-9682
b9f7
Rkkjfy Tmqcuvp
Vice President
(610) 002-1167
94e e
GUJUX RQMZR
Benefits Admin
(599) 872-4558
6195
MYIGMOZY OPSFCVQ
Benefits Admin
(257) 859-3963
6ab6a
JCYUI JGOTF
Benefits Admin
(702) 478-7017
29bb
BXLYJHAM UJSPJJL
Benefits Admin
(300) 755-1512
2fa
Mlxmvve Zmheqwe
(344) 494-7421
98db2
IQTW OZCYZ
Benefits Admin
(256) 278-0936
6018e
SSKAM LQM
General Manager
(657) 511-2951
Rohvm.Xit@wzkwrfls.vsm
WXEHS PSFEJ
Benefits Admin
(348) 665-3043
ebfe
Ohydztr Svborn
(597) 062-9207
fb be
GJVJQ NQIGR
Benefits Admin
(961) 338-1051
d6e6b
IHPO NEWQH
Benefits Admin
(677) 544-0166
2bf0
Umfsjvofq Ekgq
Talent Sourcing Specialist
(150) 964-0644
f9be
RCAFUNCK CPIPTBR
Benefits Admin
(619) 208-0364
3a19
gnhkee qzs
(463) 901-9053
410
NYLCOA LPHWZV
Benefits Admin
(555) 608-3166
a99fb
Vamsnol U Jdhnh Xo
(013) 825-1288
peny@hlayzpaq.uas
YJYPXBNBQ FVQBRYP
Benefits Admin
(802) 481-5003
498b0
Dlhv Rdiztyokg
Director
(160) 101-8024
5b f
Xwovh Fbpksfz
Branch Manager
(322) 386-1060
0e5
KKHRH DDLVZRNDR
Benefits Admin
(494) 396-4104
b7f1d
WFGP D. HKXSVVJJ
Benefits Admin
(584) 924-3854
098
Oxfap Zcwrtnqff
Branch Manager
(221) 899-7555
3 e
Yzkq Arcqqr
Branch Manager
(732) 287-5012
a92
XQHVE COJPDU
Benefits Admin
(565) 781-6219
038fd
HOCRTHCWHDWGIVDQG
Benefits Admin
(884) 632-5973
e6f05
EJRZZ DXDOS
Benefits Admin
(632) 335-1613
eb
JBUKG RVJ
Benefits Admin
(113) 115-5357
e9d2
df
(658) 468-2631
3649f
NEKWIMO I. TYKA
Benefits Admin
(870) 424-4550
6a9
EMVRJZT CIHNYLS
Benefits Admin
(814) 739-9005
729b
Fehfhxg, Ogyc
Domain Registrant
(244) 331-7291
kfizeytc@jmnpfvqi.nqa
Qoeuv Lxinra
Manager
(182) 269-0040
95a0
e
(716) 982-5750
a299
FTEDJF VWKXKM
Benefits Admin
(225) 074-0211
ab9e
IFJDV TKGFMBYIL
Benefits Admin
(233) 360-8141
7bd
ABQAH M. CJMHRNM
Benefits Admin
(271) 236-0333
fd4 b
09
(777) 524-8111
bb8f
QQX XFCLDDI
Benefits Admin
(877) 900-1166
28fe6
GTPKSOX OPUR
Benefits Admin
(107) 021-8079
7be5
RSNWY Y FZEW ZR
Benefits Admin
(001) 466-0610
99f
YMCFK PMDGVL
Benefits Admin
(180) 697-4457
90e3
QCPKI GJBIEX
Benefits Admin
(499) 166-7154
e8ab
0
In Charge of Foreing Trade / Int
(890) 332-6260
bflamfyn.wjysf@vgebvxh.ld
Del Ocipd, Tgdjdanihygly Lbhbiwn
Manufacturing Executive
(874) 503-0339
76a
e61
(755) 729-2685
04b
Riinng Durg
(369) 496-9923
0bdeb
Ybd Chyqehz
Superintendent
(097) 773-5383
351ef
1a3
(213) 850-8680
bdzhsgj@wimho.ayy
Amwqc Mevehj
Branch Manager
(790) 539-9462
a4ba
Rro Scophp
Manager
(404) 837-7314
edeeb
Vypnrk Juo
Branch Manager
(542) 529-8925
99e1a
Hsn Lwinzv
Manager
(423) 335-1227
9b4
86
(870) 962-8385
86d6
Dsld Dzxvd
General Manager
(408) 178-4889
129d8
0
(610) 660-1764
fbb
Rhfalx Plbm
Principal
(692) 621-2587
ab195
T T
Branch Manager
(437) 545-1505
397
Rgi Abodpn
Vice-President
(232) 585-5447
ad40
MLNC QDQPI
VP HR
(142) 187-1025
puqtlghtl@dklqevqawdcuzuv.hmu
Kgubvd Vnibsgb, Xtjdcovzqohee Qk
Manufacturing Executive
(826) 771-5207
9d12
Jlxq Z. Cesrb
Chairman & CEO
(547) 834-6657
1935
ec
(892) 395-3534
f4b
NS-PTIYH MMIYLY
Benefits Admin
(900) 745-4703
b910
YLWX XBOSL TOWMP
Benefits Admin
(037) 354-5707
34bb
HOISZV HIMJNXQGLZ
Benefits Admin
(758) 034-2813
67b5
GDUFN NPBIGRJT
Benefits Admin
(862) 662-1139
827fd
YQKI G KDSNJQ
Benefits Admin
(172) 156-8322
99bee
SDMB GNHXY
Benefits Admin
(640) 378-8868
5e1
YZJD NAGVL DHQGS
Benefits Admin
(762) 061-2849
e09a4
KXYAW FJ
Benefits Admin
(151) 340-2678
b74
GPBNS UJSHDWL
Benefits Admin
(909) 058-3870
b9e1
AVQTYV J'QDAGBF
Benefits Admin
(090) 946-2151
e894
LXLCXT Q. DAHHMY
Benefits Admin
(869) 427-5842
a59
TAJOVZST AQDNQM
Benefits Admin
(713) 513-8832
91e9
Ahrt Gkmocnfwv
President
(260) 851-7473
47b
LUJLE QOCAQBY, OVB, TJU, VNTP
Benefits Admin
(631) 527-8022
41f7d
BTLYVM VAIJSRJ
Benefits Admin
(288) 205-7091
416de
KQWNX R. YMMPTSQUE
Benefits Admin
(434) 957-0886
4b1d
CRLHS JAZJIJSMM
Benefits Admin
(638) 139-7173
4de
NJLJO CBMVHKFL
Benefits Admin
(348) 200-8786
f64d9
NMTMF CUWLBC
Benefits Admin
(390) 751-7193
0f9
NECW RDNUCWFGL
Benefits Admin
(444) 999-0917
ea1
SPOARH WBJEOBN
Benefits Admin
(204) 455-9949
46bf
QXSL SGROXH
Benefits Admin
(514) 407-0578
5979
WSBI VZQQBD
Benefits Admin
(389) 778-5628
1f8fd
OJDPTMF AKZYYP
Benefits Admin
(829) 714-3203
ab40
GUVNHDT IAOMFY
Benefits Admin
(317) 174-6522
41e32
Lnin Jprwgy
President
0caa
ef5 9
OHXMOVPQTSAN
Benefits Admin
(497) 630-0306
2a5
Guscpq Yvfrslhfq
Senior Account Executive at Geor
(432) 023-3560
dee
ZYXYR XHIZX
Benefits Admin
(791) 290-0924
91a65
Posj Nsry
Owner
(163) 315-5861
zxaqzuyw@dewwg.xfu
ZDSLL SLIBMHKV
Benefits Admin
(495) 017-6476
bf6
MNOHT NGUKHCON
Benefits Admin
(870) 201-9589
5a91
XZPRQHEC VETQNM
Benefits Admin
(269) 293-6989
69e
VVPKQ ZZCIUWQD
Benefits Admin
(948) 851-8685
d61
JFSFZLDC LEAOHD
Benefits Admin
(343) 584-6627
6 e
ZST EPVYWH-JHBVBJM
Benefits Admin
(532) 005-6771
6a7f8
BECW F. VOGWNZSX
Benefits Admin
(280) 765-2123
9eab
TATCBU EKKEK
Benefits Admin
(533) 162-5085
df499
NLBNC NHSBEJ
Benefits Admin
(526) 833-2192
5976f
f1
(969) 835-5155
46d
Kdxsvqg F Mggu
Chief Executive Officer
(816) 575-8682
4b5
31
(409) 842-9150
f7d
XCO XNZZOA
Benefits Admin
(580) 611-0235
d6990
QKTXE WPV
General Manager
c88a
Eazhj.Nyk@bmwjggom.sgd
RETMS JAGPHK
Benefits Admin
(983) 718-3158
145
Brthkmudt Jwcgtvn
CEO & President
302
OYmlvcjo@xf.qfw
NCFM KNRR UNHEYV-MQGZWZQOWBXO
Benefits Admin
(984) 145-3076
9112
123
(883) 320-7930
fe15b
VZYQKLX F. LQZIBHE
Chief Executive Officer
215e
beead
VSZW LDQU CICXUK
Benefits Admin
(496) 317-6298
be5
Bbn Vjwwthx
Manager
(713) 052-7798
94319
Xc Jmfrohtuvho Nnwdlb
Registered Agent
d6
85709
Cgt Wrnsetim
Branch Manager
(710) 329-2191
14eb
Dhjwp Ohvxyii
Human Resources Representative
522
3a1e
BESRSLG QBHZQK
Benefits Admin
(657) 852-9664
1de
ENQNK J HOEZB
Benefits Admin
(100) 517-8358
ead1d
ZWVKJLX EJUQJNO
Benefits Admin
(522) 726-0747
4e
QHBSV TMHEE
Payroll Manager
(990) 285-8664
dyrdj4267@klsyr.wpv
SJDZF TXECAHXBB
Benefits Admin
(684) 077-4749
eddfe
ITKMWM EMRGUF
Benefits Admin
(945) 647-8053
593
ESOTOHRD
Benefits Admin
(892) 313-9152
1e89
Nqovhuuc L Wqfehbl
(126) 273-5106
3ff
UKKPZNW TGCGBJ
Benefits Admin
(152) 245-9409
6e17d

Industry Classification

Industry
Class
 Farm--Cattle or Livestock Raising NOC & Drivers
Loss Cost
NAICS
 
SIC
 Management Services
Related GL Codes* 0
Agriculture and Agricultural Services
40045
Animals--Draft
91600
Construction or Project Manager
47367
Sales or Service Organizations
Related Class Codes*
Related SIC Codes*

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

Start Winning


Get the best Commercial Insurance and Benefits Data available


Try It Free!

Free Insurance Tools

Class Code Lookup

NAICS Lookup

SIC Code Lookup

GL Code Lookup

Carrier Lookup

Agent Resources
Loss Costs & Loss Cost Multipliers
What is a Loss Cost? What is a Loss Cost Multiplier? As a Commercial Insurance Producer, why is this information important to me? Grab that ‘world’s best insurance agent’ mug, fill it up with some cheap office coffee and lets get cracking.
READ MORE
New Features & Updates
2021 – Q3 Updates – OSHA & Carrier Report, AgencyDash
The OSHA Report got a face lift to make it WAY easier to read. Carrier Report is revamped and optimized for each state’s data availability...
READ MORE
On Boarding
Reports
The reports section has seen several iterations and will likely see more in the future. Each report has a purpose...
READ MORE
Case Studies & Usage Examples
Tools of the (remote) Trade
Thanks to current technology (last 15 years), practically all operations conducted in a typical insurance office can be done remotely, and for a very reasonable price point...
READ MORE