Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.3M
- Dental$6.3M
- Prescription drug$6.3M
- Life$337K
- Long-term disability$337K
- Other$337K
- +1 more
Sponsor portfolio
KALIBER & COMPANY, LLC.
EIN 26-0553248financial servicesLatest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$6.6M premiums
Participants
327
1350 AVENUE OF THE AMERICAS, 31ST FLOOR - NEW YORK, NY 10019646-939-4340kaliber.coLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.6M premiums / 577 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KKR FINANCIAL SERVICES COMPANY LLC 401(K) PROFIT SHARING PLAN
401k
Assets$28.9M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KALIBER & COMPANY LLC, EMPLOYEE BENEFITS PLAN
Mewa - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$6.6M
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KKR FINANCIAL SERVICES COMPANY LLC 401(K) PROFIT SHARING PLAN | 401k | $28.9M | 79 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KALIBER & COMPANY LLC, EMPLOYEE BENEFITS PLAN | Mewa | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $6.6M | 577 | 2025 |
Retirement plans
Welfare plans