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Sponsor portfolioWelfare / HealthEIN 35-1298015

CDI SERVICES, INC.

POST OFFICE BOX 1815 · MURFREESBORO, TN 37133
6158952070
Plans filed
1
Years active
2016–2026
Industry
NAICS 61
Latest filing
2026
Total premiums (latest)
$115K
No prior year
Persons covered
28
No prior year
Total participants
28
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$115K
CDI SERVICES EMPLOYEE BENEFIT PLAN AND TRUST
Self-funded28 covered·1 carrier
Primary: XCHANGE BENEFITS - MARKEL

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$115K100.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
XCHANGE BENEFITS
EIN 273463029
SL
$115K100.0%1128

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JOHN M SMALL INSURANCE INCWALKERTON, INXCHANGE BENEFITS - MARKEL$12K$0$12K100.0%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
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