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Sponsor portfolio

C&TDG MANAGEMENT, LLC FKA C&TDG HOLDINGS, LLC

EIN 47-4712711-Latest filing 2025
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$1.2M premiums
Participants
1,410
2300 LAKEVIEW PARK, SUITE 250 - ALPHARETTA, GA 30009470-207-3269
Plans on this EIN
2 filings
#001401k-$20.4M - 1,009 part#504Fully Insured-$1.2M - 666 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 666 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$83K
  • Dental$71K
  • Vision$71K
  • Short-term disability$71K
  • Other$11K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • DIGITAL INSURANCE LLC81%
  • THE CASON GROUP INC15%
  • CENTRO BENEFITS RESEARCH LLC4%
Total $89K3 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

C&TDG MANAGEMENT 401(K) PLAN

401k

Assets$20.4M
Participants1,009
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

C&TDG MANAGEMENT, LLC WRAP PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC.

Premiums$1.2M
Covered lives666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001C&TDG MANAGEMENT 401(K) PLAN401k$20.4M1,0092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504C&TDG MANAGEMENT, LLC WRAP PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF GEORGIA, INC.$1.2M6662025
Retirement plans
Welfare plans
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