PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CALLMINER, INC.
Sponsor portfolio

CALLMINER, INC.

EIN 32-0026627-computer software-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$4.4M premiums
Participants
543
890 WINTER STREET, SUITE 210 - WALTHAM, MA 02451781-547-5661callminer.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$22.8M - 323 part#501Fully Insured-$4.4M - 456 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 456 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Dental$3.9M
  • Prescription drug$3.9M
  • Other$484K
  • Short-term disability$442K
  • Vision$216K
  • +2 more
Total $4.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED AMERICAN INSURANCE COMPANY5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
  • PROSPERITY LIFE GROUP0%
  • +1 more
Total $4.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • INTEGRATED WORKSITE SOLUTIONS LLC0%
Total $138K2 slices

Plan deep-dives

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

CALLMINER, INC. 401(K) PLAN

401k

Assets$22.8M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALLMINER, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$4.4M
Covered lives456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALLMINER, INC. 401(K) PLAN401k$22.8M3232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALLMINER, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.4M4562025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica