Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$824K
- Long-term disability$347K
- Life$254K
- Vision$128K
- Other$120K
- Short-term disability$3K
Sponsor portfolio
PDI TECHNOLOGIES
EIN 75-1883667computer softwareLatest filing 2024
Plans
2
Retirement
1
$135.5M assets
Welfare
1
$1.7M premiums
Participants
2,948
11675 RAINWATER DR., SUITE 350 - ALPHARETTA, GA 30009254-771-7100pditechnologies.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 2,571 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- METROPOLITAN LIFE INSURANCE COMPANY53%
- LIFE INSURANCE COMPANY OF NORTH AMERICA39%
- VISION SERVICE PLAN8%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Broker market share
Schedule A broker compensation
77%top
- HOLMES MURPHY & ASSOCIATES77%
- AVANT SPECIALTY BENEFITS LLC23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PDI TECHNOLOGIES 401(K) PLAN
401k
Assets$135.5M
Participants1,717
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PDI TECHNOLOGIES, INC. HEALTH & WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives2,571
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PDI TECHNOLOGIES 401(K) PLAN | 401k | $135.5M | 1,717 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PDI TECHNOLOGIES, INC. HEALTH & WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.7M | 2,571 | 2024 |
Retirement plans
Welfare plans