Form 5500 · Employee benefit plan · BOSTON, MA
CDM SMITH, INC.
CDM SMITH, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2473650 · plan 508 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 4,084 | December | $5,020,336 | $251,141 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 709 | December | $153,334 | $14,282 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision | 47 | December | $327,620 | $10,732 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 4,098 | December | $57,158 | $4,362 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Disability | 24 | December | $106,055 | $2,759 |
| VISION SERVICE PLAN | Vision | 2,575 | December | $585,757 | $0 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | Disability | 11 | December | $5,325 | $0 |
Questions
Who is CDM SMITH, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CDM SMITH, INC.'s broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does CDM SMITH, INC. use?
CDM SMITH, INC.'s benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does CDM SMITH, INC.'s group plan renew?
The most recent Schedule A policy period for CDM SMITH, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CDM SMITH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.