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  1. Companies/
  2. CFD Research Corporation
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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CFD Research Corporation

EIN 63-0944385-research-Latest filing 2025
Plans
3
Retirement
2
$118.4M assets
Health & Benefits
1
$3.1M premiums
Participants
1,068
6820 MOQUIN DR NW - HUNTSVILLE, AL 35806256-361-0811cfd-research.comLinkedIn201-500 employeesresearch
Plans on this EIN
3 filings
#002ESOP-$72.6M - 388 part#001401(k)-$45.8M - 438 part#501Fully insured-$3.1M - 644 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $118.4M assets / 826 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$72.6M
  • PROFIT SHARING PLAN (#001)$45.8M
Total $118.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)438
  • EMPLOYEE STOCK OWNERSHIP (#002)388
Total 826Select a row to open it

Benefits portfolio analytics

1 plan / $3.1M premiums / 644 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.1M
  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$543K
  • Vision$543K
  • Life$543K
  • +2 more
Total $3.1M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

CFD RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$72.6M
Participants388
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN

401(k)

Assets$45.8M
Participants438
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CFD RESEARCH CORPORATION HEALTH & WELFARE BENEFIT PLAN

Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$3.1M
Covered lives644
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CFD RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$72.6M3882025
#001CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN401(k)$45.8M4382025
  • CFD RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN$72.6M
    #002 · ESOP · 2025388
  • CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN$45.8M
    #001 · 401(k) · 2025438

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CFD RESEARCH CORPORATION HEALTH & WELFARE BENEFIT PLANFully insuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$3.1M6442025
  • CFD RESEARCH CORPORATION HEALTH & WELFARE BENEFIT PLAN$3.1M
    #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2025644
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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