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Sponsor portfolio

CDM INVESTMENT GROUP, INC.

EIN 20-0341760-construction-Latest filing 2025
Plans
3
Retirement
2
$46.7M assets
Welfare
1
$293K premiums
Participants
1,795
13324 CHANDLER ROAD - OMAHA, NE 68138402-896-1614LinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#002401k-$34.8M - 375 part#004401k-$11.9M - 1,119 part#511Mixed-$293K - 332 lives

Retirement portfolio analytics

2 plans aggregated / $46.7M assets / 1,494 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • INC. 401(K) Savings (#002)75%
  • FOR UNION EMPLOYEES (#004)25%
Total $46.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
75%top
  • NEWPORT GROUP, INC.75%
  • (Not disclosed)25%
Total $46.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION EMPLOYEES (#004)1,119
  • INC. 401(K) Savings (#002)375
Total 1,494Click row to drill in

Benefits portfolio analytics

1 plan / $293K premiums / 332 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$249K
  • Life$199K
  • Long-term disability$199K
  • Dental$44K
  • Vision$44K
  • Health$28K
  • +1 more
Total $293K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY68%
  • AMERITAS LIFE INSURANCE CORP.15%
  • HCC LIFE INSURANCE COMPANY10%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY7%
Total $293K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $55K1 slice

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 INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN

401k

Assets$34.8M
Participants375
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN FOR UNION EMPLOYEES

401k

Assets$11.9M
Participants1,119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

CDM INVESTMENT GROUP, INC. EMPLOYEE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$293K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN401k$34.8M3752025
004CDM INVESTMENT GROUP, INC. 401(K) SAVINGS PLAN FOR UNION EMPLOYEES401k$11.9M1,1192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511CDM INVESTMENT GROUP, INC. EMPLOYEE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$293K3322025
Retirement plans
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