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Sponsor portfolioWelfare / HealthEIN 85-2275032

KALERIS

3460 PRESTON RIDGE ROAD · ALPHARETTA, GA 30005
5105666343
Plans filed
8
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.3M
No prior year
Persons covered
887
No prior year
Total participants
379
No prior year
Plans filed
8
No prior year

Plans under this sponsor

8 plans
Plan #501$3.3M
HEALTH & WELFARE BENEFITS PLAN
Fully insured887 covered·5 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #502$618K
KALERIS MEDICAL PLAN
Fully insured68 covered·1 carrier
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #503$59K
KALERIS LIFE ADD PLAN
Fully insured159 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #506$56K
KALERIS LTD PLAN
Fully insured159 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$49K
KALERIS VOL LIFE PLAN
Fully insured67 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #507$20K
KALERIS EAP PLAN
Fully insured591 covered·1 carrier
Primary: ESPYR
Plan #505$16K
KALERIS STD PLAN
Fully insured54 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #508$0
KALERIS FSA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.8M40.5%
Prescription drug$2.8M40.5%
Dental$295K4.3%
Vision$295K4.3%
Other$204K3.0%
Life$167K2.5%
Short-term disability$167K2.5%
Long-term disability$167K2.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDV
$3.0M93.7%12341
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
LSTDLTDOth
$174K5.3%12379
ESPYR
EIN 581924071
Oth
$30K0.9%11887

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WORLD INSURANCE ASSOCIATES LLCISELIN, NJMETROPOLITAN LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, CIGNA HEALTH AND LIFE INSURANCE COMPANY$35K$192K$227K70.1%1
FNA INSURANCE SERVICES INCMELVILLE, NYMETROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, CIGNA HEALTH AND LIFE INSURANCE COMPANY$7K$89K$97K29.9%1

History & trajectory

4 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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