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  2. Complete Discovery Source Inc.
  • Benefits analytics
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  • Health & Benefits plans

Filings through Oct 24, 2026.

Complete Discovery Source Inc.

EIN 26-0074903-legal services-Latest filing 2025
Plans
2
Retirement
1
$25.9M assets
Health & Benefits
1
$3.0M premiums
Participants
446
250 PARK AVE 18TH FLOOR - NEW YORK, NY 10177212-813-7000cdslegal.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filings
#001401(k)-$25.9M - 255 part#504Fully insured-$3.0M - 319 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.0M premiums / 319 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Vision$2.6M
  • Prescription drug$2.6M
  • Life$93K
  • Short-term disability$93K
  • +2 more
Total $2.7M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

COMPLETE DISCOVERY SOURCE 401(K) PLAN & TRUST

401(k)

Assets$25.9M
Participants255
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

COMPLETE DISCOVERY SOURCE HEALTH AND WELFARE PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives319
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COMPLETE DISCOVERY SOURCE 401(K) PLAN & TRUST401(k)$25.9M2552025
  • COMPLETE DISCOVERY SOURCE 401(K) PLAN & TRUST$25.9M
    #001 · 401(k) · 2025255

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504COMPLETE DISCOVERY SOURCE HEALTH AND WELFARE PLANFully insuredAETNA LIFE INSURANCE COMPANY$3.0M3192025
  • COMPLETE DISCOVERY SOURCE HEALTH AND WELFARE PLAN$3.0M
    #504 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025319
Retirement plans
Health & Benefits plans

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