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
Filings through .
Callan LLC
EIN 94-2192581financial servicesLatest filing 2025
Plans
2
Retirement
1
$254.6M assets
Health & Benefits
1
$4.8M premiums
Participants
505
ONE BUSH STREET, SUITE 700 - SAN FRANCISCO, CA 94104415-974-5060callan.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $4.8M premiums / 270 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CALLAN LLC RETIREMENT SAVINGS PLAN
401(k)
Assets$254.6M
Participants307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CALLAN LLC HEALTH & WELFARE PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$4.8M
Covered lives270
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CALLAN LLC RETIREMENT SAVINGS PLAN | 401(k) | $254.6M | 307 | 2025 |
- #001 · 401(k) · 2025307
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CALLAN LLC HEALTH & WELFARE PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $4.8M | 270 | 2025 |
- #501 · Mixed · AETNA LIFE INSURANCE COMPANY · 2025270
Retirement plans
Health & Benefits plans