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Sponsor portfolio

CDI ENERGY PRODUCTS, LLC

EIN 76-0375113-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$100.4M assets
Welfare
1
$5.0M premiums
Participants
1,347
8103 RANKIN ROAD - HUMBLE, TX 77396281-913-8169cdiproducts.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$100.4M - 999 part#503Fully Insured-$5.0M - 623 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 623 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Dental$4.5M
  • Prescription drug$4.5M
  • Vision$439K
  • Life$439K
  • Short-term disability$439K
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DEARBORN LIFE INSURANCE COMPANY9%
Total $5.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $269K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FENNER AEP 401(K) PLAN

401k

Assets$100.4M
Participants999
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CDI ENERGY PRODUCTS HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$5.0M
Covered lives623
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FENNER AEP 401(K) PLAN401k$100.4M9992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CDI ENERGY PRODUCTS HEALTH & WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$5.0M6232025
Retirement plans
Welfare plans
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