PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SDI SERVICES LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 82-2865603

SDI SERVICES LLC

9700 N 91ST ST, STE C200 · SCOTTSDALE, AZ 85258
4804255000
Plans filed
1
Years active
2018–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$725K
No prior year
Persons covered
886
No prior year
Total participants
499
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$725K
SDI SERVICES LLC WELFARE BENEFIT PLAN
Mixed886 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$454K23.9%
Vision$454K23.9%
Life$454K23.9%
Short-term disability$271K14.2%
Long-term disability$271K14.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVL
$454K62.6%11886
HARTFORD LIFE AND ACCIDENT
EIN 060838648
STDLTD
$271K37.4%11464

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAPRINCIPAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT$21K$22K$44K100.0%1

History & trajectory

8 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica