Benefits broker of record · BOSTON, MA
CALIBER BENEFITS GROUP
CALIBER BENEFITS GROUP of BOSTON, MA is named as the broker of record on 21 insurance contracts in public Form 5500 Schedule A filings.
21 contracts on file name CALIBER BENEFITS GROUP as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
CALIBER BENEFITS GROUP brokers 21 insured contracts for 13 employers, across 6 states, led by MA, VT, FL.
Disability is the largest line (12 contracts), followed by life (7), health (2), vision (2).
UNUM INSURANCE COMPANY writes the most contracts in the book (7, about 33%); COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 81% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 12 · life 7 · health 2 · vision 2 · dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| THE O'CONNELL COMPANIES, INC. | HOLYOKE, MA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| ALLY FINANCIAL INC. | DETROIT, MI | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Jan 1FY2025 |
| WAITR, INC. | LAFAYETTE, LA | BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Jan 1FY2023 |
| VERMONT PRECISION TOOLS, INC. | SWANTON, VT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Jan 1FY2025 |
| PHARMALOGIC HOLDINGS CORP | BOCA RATON, FL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Oct 1FY2025 |
more employers in CALIBER BENEFITS GROUP's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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