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Sponsor portfolioWelfare / HealthEIN 81-4667438

CALIBER SERVICE MGMT, LLC

397 EAGLEVIEW BLVD · EXTON, PA 19341
8335010753
Plans filed
2
Years active
2025–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$58K
No prior year
Persons covered
260
No prior year
Total participants
261
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$45K
CALIBER SERVICE MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Self-funded81 covered·1 carrier
Primary: HM LIFE INSURANCE COMPANY
Plan #502$13K
CALIBER SERVICE MGMT, LLC GROUP INSURANCE PLAN
Fully insured179 covered·2 carriers
Primary: DELTA DENTAL - SBA PA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$45K62.3%
Dental$9K12.2%
Vision$5K6.4%
Life$5K6.4%
Long-term disability$5K6.4%
Other$5K6.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$45K77.1%1181
DELTA DENTAL OF CALIFORNIA
EIN 872917800
D
$9K15.0%1177
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
VLLTDOth
$5K7.9%11179

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROWTH INSURANCE SERVICESMEDIA, PADELTA DENTAL - SBA PA, METROPOLITAN LIFE INSURANCE COMPANY$1K$0$1K81.2%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJMETROPOLITAN LIFE INSURANCE COMPANY$226$63$28918.8%1

Policy details

Latest year, by plan
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