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Sponsor portfolio

CLIMATE BY DESIGN INTERNATIONAL, INC.

EIN 41-1697241-mechanical or industrial engineering-Latest filing 2024
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$2.8M premiums
Participants
467
200 FESTAL PLACE NW, PO BOX 288 - OWATONNA, MN 55060507-446-2536cdihvac.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#005401k-$12.3M - 248 part#501Fully Insured-$2.8M - 285 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Other$223K
  • Life$202K
  • Short-term disability$202K
  • Long-term disability$202K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • FIRST STOP HEALTH1%
  • VISION SERVICE PLAN1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • BENEFIT TECHNOLOGY RESOURCES, LLC2%
Total $273K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

CLIMATE BY DESIGN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.3M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLIMATE BY DESIGN INTERNATIONAL, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BSBSM, INC D.B.A. BLUE CROSS AND BLUE SHIELD

Premiums$2.8M
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005CLIMATE BY DESIGN INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN401k$12.3M2482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLIMATE BY DESIGN INTERNATIONAL, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBSBSM, INC D.B.A. BLUE CROSS AND BLUE SHIELD$2.8M2852024
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