Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$50K
- Short-term disability$50K
- Other$50K
Sponsor portfolioTH
CALGARY SERVICES
EIN 80-0111766package/freight deliveryLatest filing 2025
Plans
3
Retirement
1
$12.5M assets
Welfare
2
$54K premiums
Participants
375
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $54K premiums / 264 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
62%top
- VALLEY UNITED INSURANCE AGENCY62%
- COTTINGHAM & BUTLER38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALGARY SERVICES, LLC 401(K) PLAN & TRUST
401k
Assets$12.5M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALGARY SERVICES WRAP PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$50K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CALGARY SERVICES LLC LIFE
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$4K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALGARY SERVICES, LLC 401(K) PLAN & TRUST | 401k | $12.5M | 142 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALGARY SERVICES WRAP PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $50K | 132 | 2025 | |
| 502 | CALGARY SERVICES LLC LIFE | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | 132 | 2024 |
Retirement plans
Welfare plans