Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$124K
- Life$124K
- Short-term disability$124K
- Other$124K
Sponsor portfolio
CALHOUN MANAGEMENT CORPORATION
EIN 58-2306692Latest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$184K premiums
Participants
1,114
51 BRYANT STREET, SUITE A - JASPER, GA 30143864-624-9962
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $184K premiums / 650 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
70%top
- USI INSURANCE SERVICES LLC70%
- GIS BENEFITS INC19%
- HOME OFFICE TPA PAYS COMMISSION11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALHOUN MANAGEMENT CORPORATION 401(K) PLAN
401k
Assets$2.1M
Participants464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CALHOUN MANAGEMENT CORPORATION WELFARE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$184K
Covered lives650
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALHOUN MANAGEMENT CORPORATION 401(K) PLAN | 401k | $2.1M | 464 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CALHOUN MANAGEMENT CORPORATION WELFARE BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $184K | 650 | 2025 |
Retirement plans
Welfare plans