Plan Ledger DOL Form 5500 · updated monthly

Callan LLCbenefits

Callan LLC Health & Welfare Plan · SAN FRANCISCO, CA · plan year 2025

Broker compensation reported · 2025
$153,201

Callan LLC's benefits plans covered 197 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $153,201 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $778 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 1.2% from $155,090 in 2024.

Insurance contracts · 20256
AETNA LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 270 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 199 covered
VISION SERVICE PLAN · visionpremiums n/a · 194 covered
AETNA HEALTH OF CALIFORNIA INC · health drug hmopremiums n/a · 97 covered
Brokers & agents paid · 20253
ALLIANT INSURANCE SERVICES, INC.$138,965 · incl $8,076 fees
TOTALIS BENEFITS, INC$13,157 · incl $13,157 fees
2 individual agents · names withheld$1,079

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Alliant5
Hims, Inc. CA$1,599,375
Fpi Management CA$1,475,757

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 942192581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.