Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$998K
- Dental$998K
- Vision$998K
- Prescription drug$998K
- Life$29K
- Short-term disability$29K
- +2 more
Sponsor portfolioTH
CALLIBRITY SOLUTIONS, LLC
EIN 20-8677704Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$1.0M premiums
Participants
229
8280 MONTGOMERY RD, SUITE 300 - CINCINNATI, OH 45236513-745-0320
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 254 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- COMMUNITY INSURANCE COMPANY97%
- PRINCIPAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
64%top
- THE JAMES B OSWALD COMPANY64%
- MARSH & MCLENNAN AGENCY LLC35%
- CENTRO BENEFITS RESEARCH LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALLIBRITY SOLUTIONS 401(K) PLAN
401k
Assets$13.2M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALLIBRITY SOLUTIONS, LLC HEALTH AND WELFARE PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$1.0M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALLIBRITY SOLUTIONS 401(K) PLAN | 401k | $13.2M | 129 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALLIBRITY SOLUTIONS, LLC HEALTH AND WELFARE PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $1.0M | 254 | 2025 |
Retirement plans
Welfare plans