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Sponsor portfolio

CFDI MANAGEMENT GROUP LLC

EIN 87-4638572-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$1K assets
Welfare
1
$451K premiums
Participants
12
7501 INDUSTRIAL DRIVE - FOREST PARK, IL 60130312-226-5196
Plans on this EIN
2 filings
#001401k-$1K - 12 part#505Fully Insured-$451K - 119 lives

Benefits portfolio analytics

1 plan / $451K premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$390K
  • Dental$50K
  • Other$6K
  • Life$5K
  • Vision$3K
  • Long-term disability$2K
  • +1 more
Total $451K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • BLUE CROSS OF CALIFORNIA50%
  • DEAN HEALTH PLAN INC37%
  • DELTA DENTAL OF CALIFORNIA11%
  • STANDARD INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • +1 more
Total $451K6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • M3 INSURANCE SOLUTIONS INC98%
  • GCG FINANCIAL LLC1%
  • C2 CENTRIC LLC0%
Total $24K3 slices

Plan deep-dives

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

CFDI MANAGEMENT GROUP 401(K) PLAN

401k

Assets$1K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CFDI MANAGEMENT GROUP LLC WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$451K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CFDI MANAGEMENT GROUP 401(K) PLAN401k$1K122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CFDI MANAGEMENT GROUP LLC WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$451K1192025
Retirement plans
Welfare plans
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