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Sponsor portfolioWelfare / HealthEIN 94-2192581
CALLAN LLC
ONE BUSH STREET, SUITE 700 · SAN FRANCISCO, CA 94104
4159745060
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.8M
No prior year
Persons covered
270
No prior year
Total participants
198
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.5M | 45.8% | |
| Prescription drug | $4.5M | 45.8% | |
| Other | $266K | 2.7% | |
| Life | $263K | 2.7% | |
| Long-term disability | $263K | 2.7% | |
| Vision | $39K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRx | $4.5M | 93.7% | 1 | 2 | 270 |
EIN 570144607 | LLTDOth | $266K | 5.5% | 1 | 2 | 199 |
EIN 941632821 | V | $39K | 0.8% | 1 | 1 | 194 |
EIN 041590994 | Oth | $233 | 0.0% | 1 | 1 | 1 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | LOS ANGELES, CA | VISION SERVICE PLAN, AETNA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, AETNA HEALTH OF CALIFORNIA INC | $131K | $8K | $139K | 90.7% | 1 |
| TOTALIS BENEFITS | SCOTTSDALE, AZ | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $13K | $13K | 8.6% | 1 |
| COLONIAL LIFE & ACCIDENT | COLUMBIA, SC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $444 | $485 | $929 | 0.6% | 1 |
| VARIOUS - SEE ATTACHED | COLOMBIA, SC | THE PAUL REVERE LIFE INSURANCE COMPANY | $129 | $21 | $150 | 0.1% | 1 |
History & trajectory
10 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