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  2. FRANK CALANDRA, INC.
Sponsor portfolio

FRANK CALANDRA, INC.

EIN 25-0998292-Latest filing 2025
Plans
2
Retirement
1
$196.1M assets
Welfare
1
$786K premiums
Participants
6,775
258 KAPPA DRIVE - PITTSBURGH, PA 15238412-963-9071
Plans on this EIN
2 filings
#003401k-$196.1M - 3,899 part#501Mixed-$786K - 2,865 lives

Benefits portfolio analytics

1 plan / $786K premiums / 2,865 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$434K
  • Other$269K
  • Long-term disability$83K
Total $786K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $786K1 slice

Broker market share

Schedule A broker compensation

Split broker
51%top
  • ARCHON LLC51%
  • MARSH & MCLENNAN AGENCY LLC38%
  • ADP INC10%
Total $77K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JENNMAR GROUP 401(K) & PROFIT SHARING PLAN

401k

Assets$196.1M
Participants3,899
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRANK CALANDRA, INC. HEALTH & WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$786K
Covered lives2,865
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JENNMAR GROUP 401(K) & PROFIT SHARING PLAN401k$196.1M3,8992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRANK CALANDRA, INC. HEALTH & WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$786K2,8652025
Retirement plans
Welfare plans
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