Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Prescription drug$2.9M
- Dental$73K
- Other$42K
- Short-term disability$36K
- Life$30K
- +2 more
Sponsor portfolio
MIKE CALVERT, LLC
EIN 86-1229724Latest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$3.1M premiums
Participants
471
2333 SOUTH LOOP WEST - HOUSTON, TX 77054713-558-8100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 252 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CURATIVE INSURANCE COMPANY94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- MEDICAL AIR SERVICES ASSOCIATION, INC.0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MIKE CALVERT TOYOTA 401(K) PLAN
401k
Assets$1.9M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MIKE CALVERT, LLC HEALTH AND WELFARE PLAN
Fully Insured - CURATIVE INSURANCE COMPANY
Premiums$3.1M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MIKE CALVERT TOYOTA 401(K) PLAN | 401k | $1.9M | 219 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MIKE CALVERT, LLC HEALTH AND WELFARE PLAN | Fully Insured | CURATIVE INSURANCE COMPANY | $3.1M | 252 | 2025 |
Retirement plans
Welfare plans