Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.3M
- Prescription drug$5.3M
- Other$272K
- Life$227K
- Short-term disability$227K
- Long-term disability$227K
- +1 more
Sponsor portfolio
CALABRIO INC
EIN 26-0874583computer softwareLatest filing 2025
Plans
5
Retirement
1
$38.4M assets
Welfare
4
$5.6M premiums
Participants
1,888
241 5TH AVENUE N, SUITE 1200 - MINNEAPOLIS, MN 55401763-795-7681calabrio.comLinkedIn501-1000 employeescomputer software
Benefits portfolio analytics
4 plans / $5.6M premiums / 1,234 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- MEDICA INSURANCE COMPANY95%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
70%top
- MARSH & MCLENNAN AGENCY LLC70%
- ALLIANT INSURANCE SERVICES, INC.28%
- THE NIA GROUP2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALABRIO, INC. RETIREMENT PLAN
401k
Assets$38.4M
Participants516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALABRIO INC GROUP HEALTH PLAN
Fully Insured - MEDICA INSURANCE COMPANY
Premiums$5.3M
Covered lives709
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CALABRIO INC GROUP LIFE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$272K
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
CALABRIO INC GROUP VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$30K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CALABRIO INC GROUP DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALABRIO, INC. RETIREMENT PLAN | 401k | $38.4M | 516 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALABRIO INC GROUP HEALTH PLAN | Fully Insured | MEDICA INSURANCE COMPANY | $5.3M | 709 | 2025 | |
| 503 | CALABRIO INC GROUP LIFE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $272K | 321 | 2025 | |
| 504 | CALABRIO INC GROUP VISION PLAN | Fully Insured | VISION SERVICE PLAN | $30K | 204 | 2025 | |
| 502 | CALABRIO INC GROUP DENTAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans