PlanOptica
PlanOptica
Retirement
Welfare
Providers
Data
Pricing
Sign in
Create account
Welfare plans
/
Sponsors
/
CDI SERVICES, INC.
Sponsor portfolio
Welfare / Health
EIN
351298015
CDI SERVICES, INC.
POST OFFICE BOX 1815 · MURFREESBORO, TN 37133
6158952070
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
i
$128K
No prior year
Persons covered
i
32
No prior year
Total participants
i
32
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #502
$128K
CDI SERVICES EMPLOYEE BENEFIT PLAN AND TRUST
Mixed
32 covered
·
2 carriers
Primary: XCHANGE BENEFITS, LLC
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Stop-loss
$61K
100.0%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
XCHANGE BENEFITS
EIN 273463029
SL
$128K
100.0%
1
2
32
History & trajectory
10 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
Plan #502
CDI SERVICES EMPLOYEE BENEFIT PLAN AND TRUST
32 covered · 2 contracts
$128K
Company contact details
Filing signers, plan administrators, auditors, actuaries
1 contact
Provider details
Schedule C providers, welfare brokers and carriers
1 provider
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
20 documents - 2 plans - 11 years