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Sponsor portfolio

GARRATT-CALLAHAN COMPANY

EIN 94-0497430-chemicals-Latest filing 2024
Plans
2
Retirement
1
$76.5M assets
Welfare
1
$5.3M premiums
Participants
907
50 INGOLD RD - BURLINGAME, CA 940102206650-697-5811garrattcallahan.comLinkedIn201-500 employeeschemicals
Plans on this EIN
2 filings
#001401k-$76.5M - 501 part#501Fully Insured-$5.3M - 406 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 406 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Prescription drug$4.8M
  • Dental$295K
  • Life$207K
  • Long-term disability$156K
  • Other$156K
  • +1 more
Total $5.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • CALIFORNIA PHYSICIANS SERVICE68%
  • KAISER FOUNDATION HEALTH PLAN INC21%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • FILICE INSURANCE AGENCY72%
  • CENTERSTONE INSURANCE AND FINANCIAL21%
  • ACRISURE LLC7%
Total $364K3 slices

Plan deep-dives

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

GARRATT-CALLAHAN COMPANY EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$76.5M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GARRATT-CALLAHAN COMPANY HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$5.3M
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GARRATT-CALLAHAN COMPANY EMPLOYEES' PROFIT SHARING PLAN401k$76.5M5012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GARRATT-CALLAHAN COMPANY HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$5.3M4062024
Retirement plans
Welfare plans
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