Custom Benefit Plans, Inc.

Custom Benefit Plans, Inc. is a US-based company specializing in a wide array of insurance products, empowering clients with tailored solutions for health, life, and annuity coverage. Custom Benefit Plans, Inc. was founded in 1998 in the US, focusing on providing comprehensive insurance solutions.

The firm was established by experienced professionals in the insurance industry, with the intent to offer personalized services. Their headquarters is located in Pennsylvania, where they serve various clients across the United States. In June 2025, the company was acquired by OneDigital Health and Benefits, Inc. , enhancing its market presence in employee benefits.

Custom Benefit Plans, Inc. specializes in providing a comprehensive range of insurance products, including health insurance, life insurance, and annuities. Their core offerings empower individuals, families, and businesses to make informed healthcare decisions aligned with financial and personal needs. The company has developed a robust portfolio that includes competitive health plans, dental and vision coverage, Medicare supplement insurance, and various annuity options tailored to protect savings and ensure reliable income growth.

They serve a diverse client base across the United States, offering personalized assistance to navigate insurance options and collaborating with major insurance carriers to deliver tailored solutions. Custom Benefit Plans, Inc. generates revenue through a model that includes direct consumer transactions as well as business-to-business partnerships. The company provides clients with tailored insurance solutions, involving a combination of premium payments and service fees.

This structure supports both individual and employer-sponsored plans, allowing customers to select from various flagship products, including term life insurance and Medicare Advantage plans. Each transaction is structured around comprehensive quotes, ensuring competitive pricing aligned with clients' specific insurance requirements. Following its acquisition on June 30, 2025, by OneDigital Health and Benefits, Inc. , Custom Benefit Plans, Inc.

aims to broaden its general agency footprint in Pennsylvania. This acquisition will facilitate the expansion of their established employee benefits platform, enhancing their service capabilities in the region.