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  2. Calgary Services, LLC
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Filings through Oct 24, 2026.

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Calgary Services, LLC

EIN 80-0111766-package/freight delivery-Latest filing 2025
Plans
3
Retirement
1
$13.7M assets
Health & Benefits
2
$54K premiums
Participants
383
1322 WASHINGTON AVE. - BAY CITY, MI 48708989-893-3330LinkedIn1-10 employeespackage/freight delivery
Plans on this EIN
3 filings
#001401(k)-$13.7M - 150 part#501Mixed-$50K - 132 lives#502Fully insured-$4K - 132 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $54K premiums / 264 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$50K
  • Short-term disability$50K
  • Other$50K
Total $50K3 rows
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Plan summaries

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

Retirement#001

CALGARY SERVICES, LLC 401(K) PLAN & TRUST

401(k)

Assets$13.7M
Participants150
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CALGARY SERVICES WRAP PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$50K
Covered lives132
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

CALGARY SERVICES LLC LIFE

Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$4K
Covered lives132
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CALGARY SERVICES, LLC 401(K) PLAN & TRUST401(k)$13.7M1502025
  • CALGARY SERVICES, LLC 401(K) PLAN & TRUST$13.7M
    #001 · 401(k) · 2025150

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CALGARY SERVICES WRAP PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$50K1322025
#502CALGARY SERVICES LLC LIFEFully insuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$4K1322024
  • CALGARY SERVICES WRAP PLAN$50K
    #501 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025132
  • CALGARY SERVICES LLC LIFE$4K
    #502 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2024132
Retirement plans
Health & Benefits plans

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