Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$725K
- Short-term disability$61K
- Dental$34K
- Vision$7K
- Life$7K
- Other$7K
Sponsor portfolio
CDI, LLC
EIN 35-2171122Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$824K premiums
Participants
215
305 NEREM DRIVE - FOREST CITY, IA 50436641-585-5900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $824K premiums / 105 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- AFLAC7%
- DELTA DENTAL OF CALIFORNIA4%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
41%top
- STEVEN G JOHNSON41%
- HOLMES MURPHY & ASSOCIATES35%
- MONIKA M ARENDS7%
- THE TODD GROUP5%
- THE SHARON MILLER AGENCY LLC2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CDI, LLC 401(K) PLAN
401k
Assets$3.8M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CDI, LLC MEDICAL BENEFIT PLAN
Fully Insured - WELLMARK HEALTH PLAN OF IOWA, INC.
Premiums$824K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CDI, LLC 401(K) PLAN | 401k | $3.8M | 146 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CDI, LLC MEDICAL BENEFIT PLAN | Fully Insured | WELLMARK HEALTH PLAN OF IOWA, INC. | $824K | 105 | 2025 |
Retirement plans
Welfare plans