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Sponsor portfolioWelfare / HealthEIN 38-3988701

CALZEDONIA USA, INC.

1359 BROADWAY, SUITE 1010 · NEW YORK, NY 10018
9296606492
Plans filed
5
Years active
2021–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
351
No prior year
Total participants
351
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$2.5M
CALZEDONIA USA HEALTH AND WELFARE PLAN
Fully insured351 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$98K
CALZEDONIA LIFE AND ANCILLARY PLAN
Fully insured349 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #502$54K
CALZEDONIA DENTAL AND VISION PLAN
Fully insured195 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #504$3K
CALZEDONIA VOLUNTARY LIFE PLAN
Fully insured41 covered·1 carrier
Primary: FIRST UNUM LIFE INSURANCE COMPANY
Plan #505$3K
CALZEDONIA ACCIDENT PLAN
Mixed60 covered·1 carrier
Primary: GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M23.7%
Dental$2.3M23.7%
Vision$2.3M23.7%
Prescription drug$2.3M23.7%
Other$133K1.4%
Life$127K1.3%
Short-term disability$127K1.3%
Long-term disability$127K1.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$2.3M94.6%11347
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$127K5.1%11351
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$6K0.3%11127

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSADDLE BROOK, NJUNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$87K$223$87K85.4%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXFIRST UNUM LIFE INSURANCE COMPANY$15K$0$15K14.6%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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