PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CMD CORPORATION
Sponsor portfolioTH

CMD CORPORATION

EIN 39-1353046-machinery-Latest filing 2025
Plans
2
Retirement
1
$53.3M assets
Welfare
1
$1.4M premiums
Participants
430
2901 E PERSHING ST - APPLETON, WI 54911920-730-6888cmd-corp.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$53.3M - 227 part#502Mixed-$1.4M - 265 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Other$161K
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • HEALTHPARTNERS INSURANCE COMPANY88%
  • HARTFORD LIFE AND ACCIDENT11%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • LEGALPLANS, USA0%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • USI INSURANCE SERVICES LLC66%
  • M3 INSURANCE SOLUTIONS INC34%
  • BENEFITSTORE INC0%
Total $39K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CMD CORPORATION'S EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k

Assets$53.3M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CMD CORPORATION GROUP HEALTH BENEFIT PLAN

Mixed - HEALTHPARTNERS INSURANCE COMPANY-NE WI

Premiums$1.4M
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CMD CORPORATION'S EMPLOYEE SAVINGS AND RETIREMENT PLAN401k$53.3M2272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CMD CORPORATION GROUP HEALTH BENEFIT PLANMixedHEALTHPARTNERS INSURANCE COMPANY-NE WI$1.4M2652025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica