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Sponsor portfolio

SDI RESIDUAL ASSETS, LLC

EIN 26-3606239-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$623K premiums
Participants
39
6900 SOUTH 900 EAST, SUITE 230 - MIDVALE, UT 84047801-461-9705
Plans on this EIN
2 filings
#002401k-$1.9M - 9 part#501Mewa-$623K - 103 lives

Benefits portfolio analytics

1 plan / $623K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$570K
  • Dental$30K
  • Life$9K
  • Long-term disability$7K
  • Other$4K
  • Short-term disability$2K
  • +1 more
Total $623K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SELECTHEALTH89%
  • DELTA DENTAL OF CALIFORNIA5%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • INTERMOUNTAIN EMPLOYEE ASSISTANCE PROGRAM0%
  • +1 more
Total $623K6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GBS BENEFITS INC100%
Total $44K1 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

RETIREMENT INCOME SECURITY PLAN-SDI RESIDUAL ASSETS, LLC

401k

Assets$1.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SORENSON DEVELOPMENT EMPLOYEE BENEFIT PLAN

Mewa - SELECTHEALTH

Premiums$623K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002RETIREMENT INCOME SECURITY PLAN-SDI RESIDUAL ASSETS, LLC401k$1.9M92025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SORENSON DEVELOPMENT EMPLOYEE BENEFIT PLANMewaSELECTHEALTH$623K1032025
Retirement plans
Welfare plans
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