Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$150K
- Vision$150K
- Life$5K
- Other$5K
Sponsor portfolio
CALSON MANAGEMENT
EIN 83-0748683individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$155K assets
Welfare
1
$1.2M premiums
Participants
709
355 MAIN ST. - VACAVILLE, CA 95688707-592-4252calsonmanagement.comLinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 492 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- METROPOLITAN LIFE INSURANCE COMPANY12%
- ANTHEM LIFE INSURANCE COMPANY8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
90%top
- ACRISURE LLC90%
- GROUP BENEFITS LTD9%
- FILICE INSURANCE AGENCY1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALSON MANAGEMENT, LLC 401(K) PLAN
401k
Assets$155K
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALSON MANAGEMENT EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.2M
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALSON MANAGEMENT, LLC 401(K) PLAN | 401k | $155K | 215 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALSON MANAGEMENT EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.2M | 492 | 2025 |
Retirement plans
Welfare plans