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Sponsor portfolioWelfare / HealthEIN 20-8677704

CALLIBRITY SOLUTIONS, LLC

8280 MONTGOMERY ROAD · CINCINNATI, OH 45236
5137450320
Plans filed
2
Years active
2020–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
254
No prior year
Total participants
100
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.0M
CALLIBRITY SOLUTIONS, LLC HEALTH AND WELFARE PLAN
Fully insured254 covered·2 carriers
Primary: COMMUNITY INSURANCE COMPANY
Plan #502$948K
CALLIBRITY SOLUTIONS, LLC WELFARE BENEFIT PLAN
Fully insured272 covered·4 carriers
Primary: COMMUNITY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$998K24.3%
Dental$998K24.3%
Vision$998K24.3%
Prescription drug$998K24.3%
Life$29K0.7%
Short-term disability$29K0.7%
Long-term disability$29K0.7%
Other$29K0.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMMUNITY INSURANCE COMPANY
EIN 311440175
HRxDV
$998K97.2%11254
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTDOth
$29K2.8%1199

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE JAMES B OSWALD COMPANYCLEVELAND, OHCOMMUNITY INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$27K$4K$31K63.9%1
MARSH & MCLENNAN AGENCY LLCDAYTON, OHCOMMUNITY INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$14K$3K$17K34.9%1
CENTRO BENEFITS RESEARCH LLCATLANTA, GAPRINCIPAL LIFE INSURANCE COMPANY$0$606$6061.2%1

History & trajectory

5 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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