Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$139K
- Vision$139K
- Life$139K
- Long-term disability$139K
- Other$139K
Sponsor portfolio
CALIBRE CPA GROUP, PLLC
EIN 47-0900880accountingLatest filing 2025
Plans
2
Retirement
1
$49.8M assets
Welfare
1
$139K premiums
Participants
522
7501 WISCONSIN AVENUE, SUITE 1200W - BETHESDA, MD 20814202-331-9880calibrecpa.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $139K premiums / 204 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
54%top
- RIGGS COUNSELMAN MICHAELS & DOWNES54%
- CENTRO BENEFITS RESEARCH LLC25%
- UNKNOWN22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CALIBRE CPA GROUP, PROFIT SHARING PLAN
401k
Assets$49.8M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALIBRE CPA GROUP, PLLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$139K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALIBRE CPA GROUP, PROFIT SHARING PLAN | 401k | $49.8M | 318 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALIBRE CPA GROUP, PLLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $139K | 204 | 2025 |
Retirement plans
Welfare plans