Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Dental$2.9M
- Vision$2.9M
- Prescription drug$2.9M
- Life$96K
- Short-term disability$96K
- +2 more
Sponsor portfolio
COMPLETE DISCOVERY SOURCE
EIN 26-0074903legal servicesLatest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$3.0M premiums
Participants
462
250 PARK AVENUE, 18TH FLOOR - NEW YORK, NY 10177212-813-7058cdslegal.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.0M premiums / 319 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
100%top
- PAYCHEX INSURANCE AGENCY, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COMPLETE DISCOVERY SOURCE 401(K) PLAN & TRUST
401k
Assets$21.0M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
COMPLETE DISCOVERY SOURCE HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPLETE DISCOVERY SOURCE 401(K) PLAN & TRUST | 401k | $21.0M | 271 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | COMPLETE DISCOVERY SOURCE HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $3.0M | 319 | 2025 |
Retirement plans
Welfare plans