PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CALIBRE SYSTEMS, INC.
Sponsor portfolioTH

CALIBRE SYSTEMS, INC.

EIN 52-1602142-management consulting-Latest filing 2025
Plans
3
Retirement
2
$217.1M assets
Welfare
1
$4.6M premiums
Participants
2,504
6361 WALKER LANE, SUITE 1100 - ALEXANDRIA, VA 22310703-797-8594calibresys.usLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
3 filings
#002401k-$114.7M - 1,024 part#003ESOP-$102.4M - 885 part#501Mixed-$4.6M - 595 lives

Retirement portfolio analytics

2 plans aggregated / $217.1M assets / 1,909 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#002)53%
  • EMPLOYEE STOCK OWNERSHIP (#003)47%
Total $217.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)1,024
  • EMPLOYEE STOCK OWNERSHIP (#003)885
Total 1,909Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • FOUR EVER LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $4.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $206K2 slices

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 SYSTEMS, INC. PROFIT SHARING PLAN

401k

Assets$114.7M
Participants1,024
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CALIBRE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$102.4M
Participants885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALIBRE SYSTEMS, INC. HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$4.6M
Covered lives595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CALIBRE SYSTEMS, INC. PROFIT SHARING PLAN401k$114.7M1,0242024
003CALIBRE SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$102.4M8852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALIBRE SYSTEMS, INC. HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$4.6M5952025
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