Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$673K
- Prescription drug$673K
- Dental$104K
- Life$104K
- Short-term disability$104K
- Long-term disability$104K
- +2 more
Sponsor portfolio
CALVETTI FERGUSON, LLC
EIN 13-4255527accountingLatest filing 2024
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$897K premiums
Participants
313
700 LOUISIANA STREET SUITE 2500 - HOUSTON, TX 77002713-726-5705calvettiferguson.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $897K premiums / 225 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
- BLUE CROSS OF CALIFORNIA12%
- SUN LIFE ASSURANCE COMPANY OF CANADA12%
- DEARBORN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALVETTI FERGUSON 401(K) PROFIT SHARING PLAN
401k
Assets$13.2M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALVETTI FERGUSON, LLC
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$897K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALVETTI FERGUSON 401(K) PROFIT SHARING PLAN | 401k | $13.2M | 189 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALVETTI FERGUSON, LLC | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $897K | 225 | 2024 |
Retirement plans
Welfare plans