Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
503	PDI SOLUTIONS, LLC ANCILLARY BENEFIT PLAN	Mixed	PRINCIPAL LIFE INSURANCE COMPANY	$287K	541	2025
504	PDI SOLUTIONS, LLC DISABILITY BENEFIT PLAN	Fully Insured	HARTFORD LIFE AND ACCIDENT	$63K	164	2025
502	PDI SOLUTIONS, LLC MEDICAL BENEFIT PLAN	Self Funded	-	$0	0	2025

Retirement plans

Welfare plans

Sponsor portfolio

PDI SOLUTIONS, LLC

EIN 45-0599977Mining, Quarrying, and Oil and Gas ExtractionLatest filing 2025

Plans

Retirement

$6.5M assets

Welfare

$350K premiums

Participants

227

1509 HIGHWAY 20 - SCHRIEVER, LA 70395985-447-3381

Plans on this EIN

4 filings

#002401k-$6.5M - 227 part #503Mixed-$287K - 541 lives #504Fully Insured-$63K - 164 lives #502Self Funded-0 lives

Benefits portfolio analytics

3 plans / $350K premiums / 705 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Vision$287K
Life$287K
Other$287K
Short-term disability$63K
Long-term disability$63K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

82%top

PRINCIPAL LIFE INSURANCE COMPANY82%
HARTFORD LIFE AND ACCIDENT18%

Broker market share

Schedule A broker compensation

Split broker

63%top

HIGGINBOTHAM INS AGENCY INC63%
CARIMI INSURANCE SERVICES LLC31%
M3 INSURANCE SOLUTIONS INC6%

Plan deep-dives

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

Retirement#002

PDI SOLUTIONS 401(K) PLAN

401k

Assets$6.5M

Participants227

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#503