Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.8M
- Dental$6.8M
- Vision$76K
- Long-term disability$67K
- Other$49K
- Life$47K
Filings through .
Calamos Investments LLC
EIN 20-1768357financial servicesLatest filing 2025
Plans
2
Retirement
1
$232.9M assets
Health & Benefits
1
$6.9M premiums
Participants
1,013
2020 CALAMOS CT. - NAPERVILLE, IL 60563630-245-7200calamos.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $6.9M premiums / 923 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CALAMOS PROFIT SHARING 401(K) PLAN
401(k)
Assets$232.9M
Participants599
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CALAMOS ASSET MANAGEMENT EMPLOYEE BENEFIT PROGRAM
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$6.9M
Covered lives923
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CALAMOS PROFIT SHARING 401(K) PLAN | 401(k) | $232.9M | 599 | 2025 |
- #001 · 401(k) · 2025599
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CALAMOS ASSET MANAGEMENT EMPLOYEE BENEFIT PROGRAM | Fully insured | BLUECROSS BLUESHIELD OF ILLINOIS | $6.9M | 923 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025923
Retirement plans
Health & Benefits plans