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Sponsor portfolioWelfare / HealthEIN 80-0111766
CALGARY SERVICES
PO BOX 2278 · BAY CITY, MI 487072278
9898933330
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 48
- Latest filing
- 2025
Total premiums (latest)
$50K
No prior year
Persons covered
132
No prior year
Total participants
101
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$50K
CALGARY SERVICES WRAP PLAN
Mixed132 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$16K
CALGARY SERVICES LLC
Fully insured67 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$4K
CALGARY SERVICES LLC LIFE
Fully insured132 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $50K | 33.3% | |
| Short-term disability | $50K | 33.3% | |
| Other | $50K | 33.3% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDOth | $50K | 100.0% | 1 | 1 | 132 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| VALLEY UNITED INSURANCE AGENCY | BAY CITY, MI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | $0 | $5K | 62.0% | 1 |
| COTTINGHAM & BUTLER | DUBUQUE, IA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | $0 | $3K | 38.0% | 1 |
History & trajectory
9 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