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Sponsor portfolioWelfare / HealthEIN 35-2171122
CDI, LLC
305 NEREM DRIVE · FOREST CITY, IA 50436
6415855900
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$824K
No prior year
Persons covered
105
No prior year
Total participants
69
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 |
|---|---|---|---|
| Health | $725K | 86.3% | |
| Short-term disability | $61K | 7.2% | |
| Dental | $34K | 4.0% | |
| Vision | $7K | 0.8% | |
| Life | $7K | 0.8% | |
| Other | $7K | 0.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 420318333 | H | $723K | 87.7% | 1 | 2 | 31 |
EIN 822723296 | HSTD | $61K | 7.4% | 1 | 2 | 46 |
EIN 420959302 | D | $34K | 4.1% | 1 | 1 | 52 |
EIN 135581829 | VLOth | $7K | 0.8% | 1 | 1 | 105 |
Broker overview
30 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| STEVEN G JOHNSON | LELAND, IA | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $4K | $50 | $4K | 41.4% | 1 |
| HOLMES MURPHY & ASSOCIATES | WAUKEE, IA | DELTA DENTAL, METROPOLITAN LIFE INSURANCE COMPANY | $3K | $101 | $3K | 35.2% | 1 |
| MONIKA M ARENDS | WILLIAMS, IA | AFLAC | $682 | $12 | $694 | 7.4% | 1 |
| THE TODD GROUP | CEDAR FALLS, IA | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $454 | $0 | $454 | 4.9% | 1 |
| THE SHARON MILLER AGENCY LLC | LATIMER, IA | AFLAC | $158 | $0 | $158 | 1.7% | 1 |
| SKYLAR D BERDAUS | FORT DODGE, IA | AFLAC | $116 | $0 | $116 | 1.2% | 1 |
| MATTHEW D BUTLER | LOUDON, IA | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $86 | $0 | $86 | 0.9% | 1 |
| GINA WIEGAND | EARLHAM, IA | AFLAC | $74 | $0 | $74 | 0.8% | 1 |
| ALISON ZIESMER | GARNER, IA | AFLAC | $69 | $0 | $69 | 0.7% | 1 |
| CAROL J THOMPSON | GRANGER, IN | AFLAC | $63 | $0 | $63 | 0.7% | 1 |
| HOLLY A BRINK | NEW HARTFORD, IA | AFLAC | $56 | $0 | $56 | 0.6% | 1 |
| JOSHUA D TERRELL | LAKE PARK, FL | AFLAC | $54 | $0 | $54 | 0.6% | 1 |
| GERALD L STEPHAN JR | FOREST CITY, IA | AFLAC | $47 | $0 | $47 | 0.5% | 1 |
| TARA STUDER & ASSOCIATES | ROCKWELL, IA | AFLAC | $46 | $0 | $46 | 0.5% | 1 |
| CINDY ANDERSON | FOREST CITY, IA | AFLAC | $44 | $0 | $44 | 0.5% | 1 |
| MISSY A ARENHOLZ | SHELL ROCK, IA | AFLAC | $41 | $0 | $41 | 0.4% | 1 |
| THERESA WILLIAMS JONES | QUITMAN, AR | AFLAC | $33 | $0 | $33 | 0.4% | 1 |
| MONICA WENTZ | TAZEWELL, TN | AFLAC | $30 | $0 | $30 | 0.3% | 1 |
| SCOTT R FRITCHER | URBANDALE, IA | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $29 | $0 | $29 | 0.3% | 1 |
| PAUL M MARTINDALE | PLYMOUTH, IN | AFLAC | $17 | $0 | $17 | 0.2% | 1 |
| HOWARD EATON | NORWALK, IA | AFLAC | $16 | $0 | $16 | 0.2% | 1 |
| KACY A GRUENKEMEYER | CHATTANOOGA, TN | AFLAC | $12 | $0 | $12 | 0.1% | 1 |
| BERNARD J BRAZEAU | INDIANOLA, IA | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $10 | $0 | $10 | 0.1% | 1 |
| HEATHER D SWANSON | WAUKEE, IA | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $10 | $0 | $10 | 0.1% | 1 |
| AUSTIN J PETERSON | URBANDALE, IA | AFLAC | $9 | $0 | $9 | 0.1% | 1 |
| RONALD L HOVICK | CAPE CORAL, FL | CONTINENTAL AMERICAN INSURANCE COMPANY, AFLAC | $4 | $0 | $4 | 0.0% | 1 |
| JOHN F GLAUB | SOUTH BEND, ID | AFLAC | $4 | $0 | $4 | 0.0% | 1 |
| DANNY R. OSTER | PLYMOUTH, IN | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
| GERRIT J VIS | ROCK VALLEY, IA | AFLAC | $1 | $0 | $1 | 0.0% | 1 |
| JAMES L HAYES | CEDAR RAPIDS, IA | AFLAC | $1 | $0 | $1 | 0.0% | 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