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Sponsor portfolio

CALLOGIX INC

EIN 20-2709089-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$892K assets
Welfare
1
$75K premiums
Participants
331
8 COMMERCE DR STE 202 - BEDFORD, NH 031106946603-263-2606
Plans on this EIN
2 filings
#001401k-$892K - 154 part#501Mixed-$75K - 177 lives

Benefits portfolio analytics

1 plan / $75K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$46K
  • Vision$46K
  • Other$29K
  • Life$21K
  • Short-term disability$21K
  • Long-term disability$21K
Total $75K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA61%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA39%
Total $75K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • POWER & WALSH INSURANCE ADVISORS52%
  • CENTERSTONE INSURANCE AND FINANCIAL28%
  • FIDUCIARY INTERMEDIARY LTD11%
  • CRONIN GERVINO & WARLICK INC8%
Total $8K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CALLOGIX INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$892K
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

CALLOGIX HEALTH & WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$75K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALLOGIX INC 401(K) PROFIT SHARING PLAN & TRUST401k$892K1542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALLOGIX HEALTH & WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$75K1772025
Retirement plans
Welfare plans
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