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Sponsor portfolio

CALENDLY, LLC

EIN 27-2763491-computer software-Latest filing 2025
Plans
2
Retirement
1
$48.7M assets
Welfare
1
$759K premiums
Participants
1,186
115 E MAIN STREET, STE A1B - BUFORD, GA 30518800-979-9850calendly.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$48.7M - 756 part#501Mixed-$759K - 1,025 lives

Benefits portfolio analytics

1 plan / $759K premiums / 1,025 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$370K
  • Short-term disability$172K
  • Other$120K
  • Long-term disability$98K
  • Life$92K
  • Vision$42K
Total $759K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • STANDARD INSURANCE COMPANY48%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY45%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $759K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $52K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CALENDLY 401(K) PLAN

401k

Assets$48.7M
Participants756
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALENDLY LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$759K
Covered lives1,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALENDLY 401(K) PLAN401k$48.7M7562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALENDLY LLC HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$759K1,0252025
Retirement plans
Welfare plans
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