# CALISE & SONS BAKERY, INC. WELFARE WRAP PLAN

Health and welfare plan sponsored by **CALISE & SONS BAKERY, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CALISE & SONS BAKERY, INC. |
| EIN | 050284865 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | LINCOLN, RI |
| Industry | food production |
| Funding | mixed |
| Total premiums | $433K |
| Participants | 113 |
| Persons covered | 226 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| TOKIO MARINE HCC | Other |
| BERKLEY HATHAWAY SPECIALTY INSURANCE | Other |
| DELTA DENTAL OF RHODE ISLAND | Dental |
| SUN LIFE FINANCIAL | Life, STD, Other |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| GALLO THOMAS INSURANCE AGENCY | TOKIO MARINE |
| THE THOMAS INSURANCE AGENCY INC | BERKLEY LIFE |
| GALLO THOMAS INSURANCE AGENCY | DELTA DENTAL OF RHODE ISLAND |
| GALLO THOMAS INSURANCE AGENCY | SUN LIFE ASSURANCE COMPANY OF CANADA |
| GALLO THOMAS INSURANCE AGENCY | VISION SERVICE PLAN |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/050284865-502
- Cite as: PlanOptica, https://planoptica.com/welfare/050284865-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers