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  2. CDM SMITH INC.
Sponsor portfolioTH

CDM SMITH INC.

EIN 04-2473650-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$1.70B assets
Welfare
1
$6.3M premiums
Participants
10,884
75 STATE STREET, SUITE 701 - BOSTON, MA 02109617-452-6000cdmsmith.comLinkedIn5001-10000 employeescivil engineering
Plans on this EIN
2 filings
#002401k-$1.70B - 6,798 part#508Fully Insured-$6.3M - 4,098 lives

Benefits portfolio analytics

1 plan / $6.3M premiums / 4,098 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.6M
  • Long-term disability$5.1M
  • Life$5.0M
  • Short-term disability$5.0M
  • Vision$913K
  • Health$328K
  • +1 more
Total $6.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80%
  • VISION SERVICE PLAN9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • +1 more
Total $6.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MERCER HEALTH AND BENEFITS, LLC97%
  • LOCKTON COMPANIES, LLC3%
  • GALLAGHER BENEFIT SERVICES, INC.0%
  • AXIAL BENEFITS GROUP LLC0%
Total $425K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CDM SMITH INC. CAPITAL ACCUMULATION PLAN

401k

Assets$1.70B
Participants6,798
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CDM SMITH INC. HEALTH AND WELFARE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$6.3M
Covered lives4,098
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CDM SMITH INC. CAPITAL ACCUMULATION PLAN401k$1.70B6,7982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CDM SMITH INC. HEALTH AND WELFARE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$6.3M4,0982025
Retirement plans
Welfare plans
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