Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$454K
- Vision$454K
- Life$454K
- Short-term disability$271K
- Long-term disability$271K
Sponsor portfolio
SDI SERVICES LLC
EIN 82-2865603Latest filing 2025
Plans
2
Retirement
1
$44.7M assets
Welfare
1
$725K premiums
Participants
1,280
9700 N 91ST ST, STE C200 - SCOTTSDALE, AZ 85258480-425-5000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $725K premiums / 886 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- PRINCIPAL LIFE INSURANCE COMPANY63%
- HARTFORD LIFE AND ACCIDENT37%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
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 SERVICES LLC 401(K) PLAN
401k
Assets$44.7M
Participants781
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SDI SERVICES LLC WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$725K
Covered lives886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SDI SERVICES LLC 401(K) PLAN | 401k | $44.7M | 781 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SDI SERVICES LLC WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $725K | 886 | 2025 |
Retirement plans
Welfare plans