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Sponsor portfolio

FDM GROUP, INC.

EIN 52-2077830-Latest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$2.2M premiums
Participants
1,237
199 WATER STREET, SUITE 35-105 - NEW YORK, NY 10038917-789-1034
Plans on this EIN
2 filings
#001401k-$12.1M - 905 part#501Fully Insured-$2.2M - 700 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 700 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Vision$2.1M
  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$103K
  • Life$40K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • ANTHEM LIFE INSURANCE COMPANY93%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
  • EYEMED VISION CARE1%
  • COMPSYCH0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • CONNER STRONG & BUCKELEW96%
  • AVANT SPECIALTY BENEFITS LLC4%
  • IMG0%
Total $73K3 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

FDM GROUP, INC. 401(K) PLAN

401k

Assets$12.1M
Participants905
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FDM GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$2.2M
Covered lives700
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FDM GROUP, INC. 401(K) PLAN401k$12.1M9052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FDM GROUP, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredANTHEM BLUE CROSS AND BLUE SHIELD$2.2M7002025
Retirement plans
Welfare plans
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