Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$352K
- Dental$69K
- Life$47K
- Short-term disability$47K
- Vision$12K
Sponsor portfolio
CALISE & SONS BAKERY, INC.
EIN 05-0284865food productionLatest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$433K premiums
Participants
433
2 QUALITY DRIVE - LINCOLN, RI 02865401-334-3444calisebakery.comLinkedIn201-500 employeesfood production
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $433K premiums / 226 covered livesCarrier market share
Premium dollars by Schedule A carrier
37%top
- HCC LIFE INSURANCE COMPANY37%
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY33%
- DELTA DENTAL OF CALIFORNIA16%
- SUN LIFE ASSURANCE COMPANY OF CANADA11%
- VISION SERVICE PLAN3%
Broker market share
Schedule A broker compensation
65%top
- GALLO THOMAS INSURANCE AGENCY65%
- THE THOMAS INSURANCE AGENCY INC35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN
401k
Assets$7.4M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CALISE & SONS BAKERY, INC. WELFARE WRAP PLAN
Mixed - TOKIO MARINE
Premiums$433K
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN | 401k | $7.4M | 320 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CALISE & SONS BAKERY, INC. WELFARE WRAP PLAN | Mixed | TOKIO MARINE | $433K | 226 | 2025 |
Retirement plans
Welfare plans