Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.5M
- Other$651K
- Life$591K
- Long-term disability$571K
- Vision$186K
Sponsor portfolioTH
CDI MANAGEMENT CORP.
EIN 41-1494850Latest filing 2025
Plans
2
Retirement
1
$319.9M assets
Welfare
1
$2.9M premiums
Participants
7,243
5775 WAYZATA BOULEVARD, SUITE 400 - ST. LOUIS PARK, MN 55416952-543-6500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 3,482 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- DELTA DENTAL OF CALIFORNIA52%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
- VISION SERVICE PLAN6%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CDI MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$319.9M
Participants4,586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
CDI MANAGEMENT CORP. HEALTH AND WELFARE PLAN
Mixed - DELTA DENTAL OF MINNESOTA
Premiums$2.9M
Covered lives3,482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CDI MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | 401k | $319.9M | 4,586 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | CDI MANAGEMENT CORP. HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF MINNESOTA | $2.9M | 3,482 | 2025 |
Retirement plans
Welfare plans