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Sponsor portfolio

CDC DISTRIBUTORS, INC.

EIN 31-0877034-wholesale-Latest filing 2025
Plans
3
Retirement
2
$14.0M assets
Welfare
1
$99K premiums
Participants
309
10511 MEDALLION DR - CINCINNATI, OH 45241513-771-3100cdcdist.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filings
#003401k-$7.7M - 113 part#001401k-$6.3M - 101 part#501Fully Insured-$99K - 95 lives

Retirement portfolio analytics

2 plans aggregated / $14.0M assets / 214 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DISTRIBUTORS, INC. 401(K) (#003)55%
  • DISTRIBUTORS, INC. 401(K) (#001)45%
Total $14.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DISTRIBUTORS, INC. 401(K) (#003)113
  • DISTRIBUTORS, INC. 401(K) (#001)101
Total 214Click row to drill in

Benefits portfolio analytics

1 plan / $99K premiums / 95 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$43K
  • Other$43K
  • Short-term disability$28K
  • Long-term disability$28K
Total $99K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $99K1 slice

Broker market share

Schedule A broker compensation

Split broker
91%top
  • PATRIOT GROWTH INSURANCE SERVICES91%
  • GALLAGHER BENEFIT SERVICES, INC.9%
Total $25K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CDC DISTRIBUTORS, INC. 401(K) PLAN

401k

Assets$7.7M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CDC DISTRIBUTORS, INC. 401(K) PLAN

401k

Assets$6.3M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CDC DISTRIBUTORS INC

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$99K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CDC DISTRIBUTORS, INC. 401(K) PLAN401k$7.7M1132024
001CDC DISTRIBUTORS, INC. 401(K) PLAN401k$6.3M1012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CDC DISTRIBUTORS INCFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$99K952024
Retirement plans
Welfare plans
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