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Sponsor portfolioTH

C.D. SMITH CONSTRUCTION, INC.

EIN 39-0759260-construction-Latest filing 2025
Plans
2
Retirement
1
$52.1M assets
Welfare
1
$2.6M premiums
Participants
347
125 CAMELOT DRIVE - FOND DU LAC, WI 54935920-924-2900cdsmith.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#009401k-$52.1M - 216 part#502Fully Insured-$2.6M - 383 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$136K
  • Life$79K
  • Short-term disability$79K
  • Long-term disability$79K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DELTA DENTAL OF CALIFORNIA5%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • CARE-PLUS DENTAL PLANS, INC.0%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $54K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#009

C. D. SMITH CONSTRUCTION, INC. PROFIT SHARING PLAN

401k

Assets$52.1M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

C.D. SMITH CONSTRUCTION WRAP PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF WISCONSIN

Premiums$2.6M
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
009C. D. SMITH CONSTRUCTION, INC. PROFIT SHARING PLAN401k$52.1M2162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502C.D. SMITH CONSTRUCTION WRAP PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF WISCONSIN$2.6M3832024
Retirement plans
Welfare plans
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