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Sponsor portfolioTH

CFD RESEARCH CORPORATION

EIN 63-0944385-research-Latest filing 2025
Plans
3
Retirement
2
$98.9M assets
Welfare
1
$3.1M premiums
Participants
889
6820 MOQUIN DRIVE - HUNTSVILLE, AL 35806256-726-4800cfd-research.comLinkedIn201-500 employeesresearch
Plans on this EIN
3 filings
#002ESOP-$59.1M - 298 part#001401k-$39.8M - 349 part#501Fully Insured-$3.1M - 644 lives

Retirement portfolio analytics

2 plans aggregated / $98.9M assets / 647 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • EMPLOYEE STOCK OWNERSHIP (#002)60%
  • PROFIT SHARING PLAN (#001)40%
Total $98.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)349
  • EMPLOYEE STOCK OWNERSHIP (#002)298
Total 647Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARSH & MCLENNAN AGENCY LLC91%
  • ENHANCE MY BENEFITS.COM5%
  • MATTHEW 5 16 LLC3%
  • JENNIFER B WAGMON1%
  • POWE SHAYLA MCGINNIS0%
Total $84K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CFD RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$59.1M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$39.8M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CFD RESEARCH CORPORATION HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$3.1M
Covered lives644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CFD RESEARCH CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$59.1M2982024
001CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN401k$39.8M3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CFD RESEARCH CORPORATION HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$3.1M6442025
Retirement plans
Welfare plans
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