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  2. CALLISONS, INC.
Sponsor portfolio

CALLISONS, INC.

EIN 91-0625044-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$31.2M assets
Welfare
1
$93K premiums
Participants
288
2400 CALLISON ROAD NE - LACEY, WA 98516360-412-3340callisons.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$31.2M - 172 part#501Mixed-$93K - 114 lives

Benefits portfolio analytics

1 plan / $93K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$93K
  • Long-term disability$93K
  • Other$93K
Total $93K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $93K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CALLISONS, INC. EMPLOYEE INCENTIVE SAVINGS PLAN

401k

Assets$31.2M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALLISONS, INC. HEALTH CARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$93K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALLISONS, INC. EMPLOYEE INCENTIVE SAVINGS PLAN401k$31.2M1722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALLISONS, INC. HEALTH CARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$93K1142025
Retirement plans
Welfare plans
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