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Sponsor portfolioWelfare / HealthEIN 20-1768357

CALAMOS INVESTMENTS

2020 CALAMOS COURT · NAPERVILLE, IL 60563
6302457200
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$6.9M
No prior year
Persons covered
923
No prior year
Total participants
414
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.9M
CALAMOS ASSET MANAGEMENT EMPLOYEE BENEFIT PROGRAM
Fully insured923 covered·5 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.8M49.1%
Dental$6.8M49.1%
Vision$76K0.6%
Long-term disability$67K0.5%
Other$49K0.4%
Life$47K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$6.8M97.9%11923
VISION SERVICE PLAN
EIN 200891619
V
$76K1.1%11313
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$47K0.7%11418
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
LTD
$20K0.3%1113
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$1K0.0%111

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCHICAGO, ILGUARDIAN, BLUECROSS BLUESHIELD OF ILLINOIS$0$43K$43K63.6%1
SBR SERVICES LLCATLANTA, GAGUARDIAN$16K$0$16K23.2%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN$8K$0$8K11.5%1
AON CONSULTING INCCHICAGO, ILMASSMUTUAL LIFE INSURANCE CO.$1K$0$1K1.7%1
MORENCY WEIBLE & SAPA INCLISLE, ILUNUM LIFE INSURANCE COMPANY OF AMERICA$12$0$120.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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