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Sponsor portfolio

SDI PRESENCE LLC

EIN 81-1357524-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$36.7M assets
Welfare
1
$5.5M premiums
Participants
769
200 E RANDOLPH ST, SUITE 3550 - CHICAGO, IL 60601312-580-7500sdipresence.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$36.7M - 437 part#501Fully Insured-$5.5M - 523 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 523 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Prescription drug$5.0M
  • Dental$230K
  • Life$204K
  • Short-term disability$204K
  • Long-term disability$204K
  • +2 more
Total $5.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • UNIMERICA INSURANCE COMPANY1%
Total $5.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $133K1 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

SDI PRESENCE LLC 401(K) PLAN

401k

Assets$36.7M
Participants437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SDI PRESENCE LLC WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$5.5M
Covered lives523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SDI PRESENCE LLC 401(K) PLAN401k$36.7M4372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SDI PRESENCE LLC WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$5.5M5232024
Retirement plans
Welfare plans
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