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Sponsor portfolioWelfare / HealthEIN 45-5240671

CDI SERVICES, INC.

2100 15TH STREET NORTH · WAHPETON, ND 58075
7016716060
Plans filed
1
Years active
2015–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$392K
No prior year
Persons covered
296
No prior year
Total participants
296
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$392K
CDI SERVICES WELFARE BENEFITS PLAN
Mixed296 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$262K22.2%
Short-term disability$262K22.2%
Long-term disability$262K22.2%
Other$262K22.2%
Dental$103K8.8%
Vision$27K2.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$262K66.8%11296
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
D
$103K26.3%11202
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$27K6.9%11252

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAMETROPOLITAN LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, UNITED OF OMAHA LIFE INSURANCE COMPANY$49K$21K$69K93.6%1
AZURANCE GROUPFARGO, NDEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$5K$5K6.4%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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