Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.5M
- Health$1.3M
- Prescription drug$1.3M
- Dental$204K
- Vision$204K
- Life$204K
- +2 more
Sponsor portfolio
CALENDAR HOLDINGS LLC
EIN 26-4144504retailLatest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$1.5M premiums
Participants
658
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 307 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- METROPOLITAN LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
100%top
- FROST INSURANCE AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALENDAR HOLDINGS LLC 401K & PROFIT SHARING PLAN
401k
Assets$22.5M
Participants527
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
CALENDAR HOLDINGS LLC COMPREHENSIVE WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALENDAR HOLDINGS LLC 401K & PROFIT SHARING PLAN | 401k | $22.5M | 527 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 550 | CALENDAR HOLDINGS LLC COMPREHENSIVE WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.5M | 307 | 2025 |
Retirement plans
Welfare plans