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  1. Companies/
  2. FELIX F. CALLARI, INC.
Sponsor portfolio

FELIX F. CALLARI, INC.

EIN 06-0810760-retail-Latest filing 2025
Plans
2
Retirement
1
$12.2M assets
Welfare
1
$39K premiums
Participants
265
140 LEDGE ROAD - DARIEN, CT 06820203-656-1804LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#002401k-$12.2M - 151 part#501Mixed-$39K - 114 lives

Benefits portfolio analytics

1 plan / $39K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$39K
  • Life$39K
  • Short-term disability$39K
  • Other$39K
Total $39K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $39K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $6K1 slice

Plan deep-dives

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

CALLARI AUTO GROUP 401(K) PLAN

401k

Assets$12.2M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALLARI AUTO GROUP HEALTH AND DISABILITY PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$39K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CALLARI AUTO GROUP 401(K) PLAN401k$12.2M1512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALLARI AUTO GROUP HEALTH AND DISABILITY PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$39K1142025
Retirement plans
Welfare plans
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