Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $221.1M assets / 4,743 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $4.1M premiums / 3,660 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CALISTA 401(K) RETIREMENT PLAN | 401(k) | $181.7M | 3,165 | 2025 |
| #004 | CALISTA CORPORATION FLEXIBLE 401(K) RETIREMENT PLAN | 401(k) | $39.4M | 1,578 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CALISTA CORPORATION HEALTH & WELFARE PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4.1M | 3,660 | 2025 |
| #503 | CALISTA CORPORATION HEALTH AND WELFARE PLAN | Self-funded | - | $0 | 0 | 2025 |