Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Prescription drug$4.5M
- Other$266K
- Life$263K
- Long-term disability$263K
- Vision$39K
Sponsor portfolio
CALLAN LLC
EIN 94-2192581financial servicesLatest filing 2025
Plans
2
Retirement
1
$219.5M assets
Welfare
1
$4.8M premiums
Participants
504
ONE BUSH STREET, SUITE 700 - SAN FRANCISCO, CA 94104415-974-5060callan.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.8M premiums / 270 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- VISION SERVICE PLAN1%
- THE PAUL REVERE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
91%top
- ALLIANT INSURANCE SERVICES, INC.91%
- TOTALIS BENEFITS9%
- COLONIAL LIFE & ACCIDENT1%
- VARIOUS - SEE ATTACHED0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALLAN LLC RETIREMENT SAVINGS PLAN
401k
Assets$219.5M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CALLAN LLC HEALTH & WELFARE PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$4.8M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALLAN LLC RETIREMENT SAVINGS PLAN | 401k | $219.5M | 306 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CALLAN LLC HEALTH & WELFARE PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $4.8M | 270 | 2025 |
Retirement plans
Welfare plans