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Sponsor portfolioWelfare / HealthEIN 04-2473650
CDM SMITH, INC.
75 STATE STREET, SUITE 701 · BOSTON, MA 02109
6174526000
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$6.3M
No prior year
Persons covered
4,098
No prior year
Total participants
4,086
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $5.6M | 24.9% | |
| Long-term disability | $5.1M | 23.0% | |
| Life | $5.0M | 22.5% | |
| Short-term disability | $5.0M | 22.5% | |
| Vision | $913K | 4.1% | |
| Health | $328K | 1.5% | |
| Dental | $328K | 1.5% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $5.0M | 80.3% | 1 | 1 | 4,084 |
EIN 061227840 | V | $586K | 9.4% | 1 | 1 | 2,575 |
EIN 591031071 | HDVOth | $328K | 5.2% | 1 | 1 | 47 |
EIN 222342710 | Oth | $153K | 2.5% | 1 | 1 | 709 |
EIN 620506281 | LTD | $111K | 1.8% | 1 | 2 | 24 |
EIN 233080019 | Oth | $57K | 0.9% | 1 | 1 | 4,098 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | LINCOLN NATIONAL LIFE INSURANCE COMPANY, HEALTH ADVOCATE SOLUTIONS, INC., METROPOLITAN GENERAL INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $270K | $141K | $411K | 96.8% | 1 |
| LOCKTON COMPANIES, LLC | BOSTON, MA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | $0 | $11K | 2.5% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | BOSTON, MA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 0.4% | 1 |
| AXIAL BENEFITS GROUP LLC | BURLINGTON, MA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.3% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan