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Form 5500 · Employee benefit plan · EXTON, PA

CALIBER SERVICE MGMT, LLC

Public Form 5500 records show how CALIBER SERVICE MGMT, LLC (EXTON, PA) structures its employee benefits. Its broker of record is PATRIOT GROWTH INS DBA THE SAFEFARD. Coverage is written through DELTA DENTAL - SBA PA and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Insurance carrier
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-4667438 · plan 502 · as of Jul 2026

Participants
100
Carriers on file
2
Disclosed commissions
$1,477
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
DELTA DENTAL - SBA PADental77June$798
METROPOLITAN LIFE INSURANCE COMPANYVision, Life, Disability179June$679

Questions

Who is CALIBER SERVICE MGMT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CALIBER SERVICE MGMT, LLC's broker of record is PATRIOT GROWTH INS DBA THE SAFEFARD.

What insurance carrier does CALIBER SERVICE MGMT, LLC use?

CALIBER SERVICE MGMT, LLC's benefit plan is written through DELTA DENTAL - SBA PA, among 2 disclosed carriers.

When does CALIBER SERVICE MGMT, LLC's group plan renew?

The most recent Schedule A policy period for CALIBER SERVICE MGMT, LLC ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CALIBER SERVICE MGMT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.