Form 5500 · Employee benefit plan · LEWISVILLE, TX
CALIBER HOLDINGS LLC
The filing calls this plan CALIBER HOLDINGS LLC EMPLOYEE BENEFITS PLAN.
CALIBER HOLDINGS LLC of LEWISVILLE, TX is a 30,209-participant other services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0730794 · plan 501 · plan year 2024, filed Jul 28, 2025
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4,208 other employer plans in Texas have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: the largest of the 8 insured health contracts, with KAISER FOUNDATION HEALTH PLAN, INC., covers 2,414 of 30,209 participants (8%) on Schedule A.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 16 insured contracts covering health, dental, vision, life and disability.
Reported premium across the insured contracts is $45,665,013, with $2,022,878 in disclosed broker commissions — about 4.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MERCER HEALTH AND BENEFITS, LLC is the broker of record on 15 of the 16 contracts; the rest name a different broker or none.
10 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN and KAISER FOUNDATION HEALTH PLAN OF COLORADO. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 3,320 | Jan 1, 2025 | $1,301,666 | $354,362 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 17,992 | Jan 1, 2025 | $8,842,755 | $309,496 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2,414 | Jan 1, 2025 | $11,028,750 | $305,819 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,648 | Jan 1, 2025 | $8,185,870 | $205,292 |
| VISION SERVICE PLAN | Vision | 16,344 | Jan 1, 2025 | $2,011,378 | $201,441 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 31,865 | Jan 1, 2025 | $4,440,360 | $155,413 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 3,446 | Jan 1, 2025 | $645,763 | $141,467 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 6,124 | Jan 1, 2025 | $460,737 | $109,979 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 8,752 | Jan 1, 2025 | $3,057,033 | $106,996 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 307 | Jan 1, 2025 | $1,519,900 | $39,055 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Health | 258 | Jan 1, 2025 | $1,363,552 | $35,180 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 179 | Jan 1, 2025 | $883,899 | $22,756 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 4,030 | Jan 1, 2025 | $789,404 | $15,540 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 80 | Jan 1, 2025 | $377,569 | $10,355 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | Health | 62 | Jan 1, 2025 | $369,218 | $9,727 |
| CURALINC LLC | — | 31,160 | Jan 1, 2025 | $387,159 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 390 employees, 19 recordable cases, 60 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
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