Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$253K
- Dental$134K
- Life$86K
- Long-term disability$86K
- Short-term disability$10K
- Prescription drug$9K
Sponsor portfolio
SDI TECHNOLOGIES, INC.
EIN 13-5676428Wholesale TradeLatest filing 2024
Plans
2
Retirement
1
$34.9M assets
Welfare
1
$595K premiums
Participants
607
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $595K premiums / 221 covered livesCarrier market share
Premium dollars by Schedule A carrier
43%top
- SUN LIFE ASSURANCE COMPANY OF CANADA43%
- STANDARD INSURANCE COMPANY30%
- DELTA DENTAL OF CALIFORNIA23%
- AFLAC3%
- UNITED HEALTHCARE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
54%top
- JEFFERY ASHEAR54%
- JAMES R NELLIGAN & ASSOCIATES LLC25%
- ROSSITER INSURANCE AGENCY9%
- ROBERT J. ROSSITER5%
- DYLAN FRANCIS MONTEFORTE1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SDI TECHNOLOGIES, INC. EMPLOYEE 401(K) SAVINGS PLAN
401k
Assets$34.9M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUNDDESIGN INSURED PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$595K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SDI TECHNOLOGIES, INC. EMPLOYEE 401(K) SAVINGS PLAN | 401k | $34.9M | 165 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUNDDESIGN INSURED PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $595K | 221 | 2024 |
Retirement plans
Welfare plans