Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.7M
- Life$1.1M
- Long-term disability$1.1M
- Vision$951K
- Short-term disability$413K
- Health$391K
- +1 more
Sponsor portfolioTH
CDM SMITH INC.
EIN 04-2473650civil engineeringLatest filing 2024
Plans
2
Retirement
1
$1.51B assets
Welfare
1
$3.7M premiums
Participants
10,500
75 STATE STREET, SUITE 701 - BOSTON, MA 02109617-452-6000cdmsmith.comLinkedIn5001-10000 employeescivil engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 3,870 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
- VISION SERVICE PLAN15%
- UNUM LIFE INSURANCE COMPANY OF AMERICA14%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- +1 more
Broker market share
Schedule A broker compensation
97%top
- MERCER HEALTH AND BENEFITS, LLC97%
- GALLAGHER BENEFIT SERVICES, INC.1%
- LOCKTON COMPANIES, LLC1%
- AXIAL BENEFITS GROUP LLC1%
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$1.51B
Participants6,605
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$3.7M
Covered lives3,870
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CDM SMITH INC. CAPITAL ACCUMULATION PLAN | 401k | $1.51B | 6,605 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | CDM SMITH INC. HEALTH AND WELFARE PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3.7M | 3,870 | 2024 |
Retirement plans
Welfare plans