Form 5500 · Employee benefit plan · BLUE ASH, OH
CALLIBRITY SOLUTIONS, LLC
The filing calls this plan CALLIBRITY SOLUTIONS, LLC WELFARE BENEFIT PLAN.
CALLIBRITY SOLUTIONS, LLC of BLUE ASH, OH spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is CINCINNATI BENEFIT SOLUTIONS LLC. Coverage is written through COMMUNITY INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8677704 · plan 502 · plan year 2023, filed Jul 29, 2024
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
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.
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 4 insured contracts covering health, dental, vision, life and disability; the largest, with COMMUNITY INSURANCE COMPANY, covers 244 people.
Reported premium across the insured contracts is $947,708, with $50,575 in disclosed broker commissions — about 5.3% 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.
CINCINNATI BENEFIT SOLUTIONS LLC is the broker of record on all 4 contracts.
4 carriers appear on the filing, including COMMUNITY INSURANCE COMPANY, DENTAL CARE PLUS, PRINCIPAL LIFE INSURANCE COMPANY and EYEMED VISION CARE. COMMUNITY INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Health | 244 | Jan 1, 2024 | $829,375 | $39,060 |
| DENTAL CARE PLUS | Dental | 272 | Jan 1, 2024 | $75,042 | $5,881 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 108 | Jan 1, 2024 | $28,716 | $4,701 |
| EYEMED VISION CARE | Vision | 262 | Jan 1, 2024 | $14,575 | $933 |
Premium and claims on this contract
DENTAL CARE PLUS, contract 081986. For the contract year on this filing, the carrier reported $75,042 in premium earned and $50,823 in claims incurred. Dividing one by the other gives 68%.
- DENTAL CARE PLUS, contract 081986 reported $24,220 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Other plans filed by this employer
How this plan compares
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