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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
Plan #501$4.8M
CALLAN LLC HEALTH & WELFARE PLAN
Mixed270 covered·6 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.5M45.8%
Prescription drug$4.5M45.8%
Other$266K2.7%
Life$263K2.7%
Long-term disability$263K2.7%
Vision$39K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HRx
$4.5M93.7%12270
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LLTDOth
$266K5.5%12199
VISION SERVICE PLAN
EIN 941632821
V
$39K0.8%11194
THE PAUL REVERE LIFE INSURANCE COMPANY
EIN 041590994
Oth
$2330.0%111

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.LOS ANGELES, CAVISION SERVICE PLAN, AETNA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, AETNA HEALTH OF CALIFORNIA INC$131K$8K$139K90.7%1
TOTALIS BENEFITSSCOTTSDALE, AZUNUM LIFE INSURANCE COMPANY OF AMERICA$0$13K$13K8.6%1
COLONIAL LIFE & ACCIDENTCOLUMBIA, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$444$485$9290.6%1
VARIOUS - SEE ATTACHEDCOLOMBIA, SCTHE PAUL REVERE LIFE INSURANCE COMPANY$129$21$1500.1%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
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