Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.0M
- Dental$1.6M
- Other$903K
- Life$700K
- Long-term disability$350K
Sponsor portfolio
CALIX, INC.
EIN 68-0438710computer softwareLatest filing 2025
Plans
2
Retirement
1
$256.5M assets
Welfare
1
$6.0M premiums
Participants
2,454
3155 OLSEN DRIVE, SUITE 450 - SAN JOSE, CA 95117408-514-3000calix.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.0M premiums / 2,409 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- KAISER FOUNDATION HEALTH PLAN INC50%
- METROPOLITAN LIFE INSURANCE COMPANY32%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY18%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- WOODRUFF-SAWYER & CO100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN.
401k
Assets$256.5M
Participants1,393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALIX, INC. HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$6.0M
Covered lives2,409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. | 401k | $256.5M | 1,393 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALIX, INC. HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $6.0M | 2,409 | 2025 |
Retirement plans
Welfare plans