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Sponsor portfolio

CALLAHAN, INC.

EIN 04-3071634-construction-Latest filing 2025
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$4.0M premiums
Participants
552
80 1ST ST - BRIDGEWATER, MA 02324508-279-0012LinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002401k-$25.2M - 315 part#501Mixed-$4.0M - 460 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 460 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Vision$385K
  • Life$385K
  • Short-term disability$385K
  • Long-term disability$385K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $4.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • BROWN & BROWN INSURANCE SERVICES78%
  • USI INSURANCE SERVICES LLC22%
Total $73K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE CALLAHAN COMPANIES 401(K) SAVINGS PLAN

401k

Assets$25.2M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALLAHAN, INC. HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$4.0M
Covered lives460
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE CALLAHAN COMPANIES 401(K) SAVINGS PLAN401k$25.2M3152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALLAHAN, INC. HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.0M4602025
Retirement plans
Welfare plans
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