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Sponsor portfolio

CD NEWCO, LLC

EIN 82-4262769-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$2.8M premiums
Participants
483
10745 WESTSIDE WAY, SUITE 350 - ALPHARETTA, GA 30009801-851-5175
Plans on this EIN
2 filings
#001401k-$6.0M - 253 part#501Fully Insured-$2.8M - 648 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 648 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$157K
  • Vision$157K
  • Other$102K
  • Life$79K
  • Short-term disability$67K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • STARMOUNT LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $172K1 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

CURVE DENTAL 401(K) PLAN

401k

Assets$6.0M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CD NEWCO, LLC HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives648
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURVE DENTAL 401(K) PLAN401k$6.0M2532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CD NEWCO, LLC HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M6482025
Retirement plans
Welfare plans
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