PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
CBDI, INC.

Welfare broker

CBDI, INC.

Mailing address (most recent filing)

1787 SENTRY PARKWAY WEST

VEVA 16

BLUE BELL, PA 19422

Total comp: $216K
Commissions: $216K
Fees: $287
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for CBDI, INC..

No sponsors where CBDI, INC. is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
CBDI, INC.

Welfare broker

CBDI, INC.

Mailing address (most recent filing)

1787 SENTRY PARKWAY WEST

VEVA 16

BLUE BELL, PA 19422

Total comp: $216K
Commissions: $216K
Fees: $287
Filings: 3
Sponsors: 3

Not enough current filings to build analytics for CBDI, INC..

No sponsors where CBDI, INC. is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms