Form 5500 · Employee benefit plan · NAPERVILLE, IL
CALAMOS INVESTMENTS
CALAMOS INVESTMENTS of NAPERVILLE, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SBR SERVICES LLC. Coverage is written through GUARDIAN and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1768357 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| GUARDIAN | Life, Disability | 418 | December | $23,253 |
| MASSMUTUAL LIFE INSURANCE CO. | Disability | 13 | December | $1,125 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 1 | December | $12 |
| VISION SERVICE PLAN | Vision | 313 | December | $0 |
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Dental | 923 | December | $0 |
Questions
Who is CALAMOS INVESTMENTS's benefits broker?
Per its most recent Form 5500 Schedule A, CALAMOS INVESTMENTS's broker of record is SBR SERVICES LLC.
What insurance carrier does CALAMOS INVESTMENTS use?
CALAMOS INVESTMENTS's benefit plan is written through GUARDIAN, among 5 disclosed carriers.
When does CALAMOS INVESTMENTS's group plan renew?
The most recent Schedule A policy period for CALAMOS INVESTMENTS ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CALAMOS INVESTMENTS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.