PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Calibre Systems, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Calibre Systems, Inc.

EIN 52-1602142-management consulting-Latest filing 2025
Plans
3
Retirement
2
$216.2M assets
Health & Benefits
1
$4.6M premiums
Participants
2,457
6354 WALKER LANE, SUITE 500 - ALEXANDRIA, VA 223103252703-797-8500calibresys.usLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
3 filings
#002401(k)-$118.2M - 1,004 part#003ESOP-$98.0M - 858 part#501Mixed-$4.6M - 595 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $216.2M assets / 1,862 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$118.2M
  • EMPLOYEE STOCK OWNERSHIP (#003)$98.0M
Total $216.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)1,004
  • EMPLOYEE STOCK OWNERSHIP (#003)858
Total 1,862Select a row to open it

Benefits portfolio analytics

1 plan / $4.6M premiums / 595 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.8M
  • Other$655K
  • Life$571K
  • Short-term disability$571K
  • Long-term disability$571K
  • +1 more
Total $4.6M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

CALIBRE SYSTEMS, INC. PROFIT SHARING PLAN

401(k)

Assets$118.2M
Participants1,004
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CALIBRE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$98.0M
Participants858
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CALIBRE SYSTEMS, INC. HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.6M
Covered lives595
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CALIBRE SYSTEMS, INC. PROFIT SHARING PLAN401(k)$118.2M1,0042025
#003CALIBRE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$98.0M8582025
  • CALIBRE SYSTEMS, INC. PROFIT SHARING PLAN$118.2M
    #002 · 401(k) · 20251,004
  • CALIBRE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$98.0M
    #003 · ESOP · 2025858

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CALIBRE SYSTEMS, INC. HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.6M5952025
  • CALIBRE SYSTEMS, INC. HEALTH AND WELFARE PLAN$4.6M
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025595
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica