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Form 5500 · Employee benefit plan · CAPISTRANO BEACH, CA

CALLIGARI & ASSOCIATES, LLC

Public Form 5500 records show how CALLIGARI & ASSOCIATES, LLC (CAPISTRANO BEACH, CA) structures its employee benefits. Its broker of record is STELLER PENSION CONSULTANTS, INC.. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.). The plan's most recent policy period ended in December.

Benefits broker of record
STELLER PENSION CONSULTANTS, INC.
Insurance carrier
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2545487 · plan 002 · as of Jul 2026

Participants
13
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)—12December$0

Questions

Who is CALLIGARI & ASSOCIATES, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CALLIGARI & ASSOCIATES, LLC's broker of record is STELLER PENSION CONSULTANTS, INC..

What insurance carrier does CALLIGARI & ASSOCIATES, LLC use?

CALLIGARI & ASSOCIATES, LLC's benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.).

When does CALLIGARI & ASSOCIATES, LLC's group plan renew?

The most recent Schedule A policy period for CALLIGARI & ASSOCIATES, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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