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Form 5500 · Employee benefit plan · BOSTON, MA

CDM SMITH, INC.

Public Form 5500 records show how CDM SMITH, INC. (BOSTON, MA) structures its employee benefits. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 19 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2473650 · plan 508 · as of Jul 2026

Participants
3,629
Carriers on file
20
Disclosed commissions
$130,054
Renewal month
December

Schedule A insurance contracts

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 20 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.