Form 5500 · Employee benefit plan · HOUSTON, TX
CALVETTI FERGUSON, LLC
Public Form 5500 records show how CALVETTI FERGUSON, LLC (HOUSTON, TX) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-4255527 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 154 | December | $15,520 |
| BLUECROSS BLUESHIELD OF TEXAS | Dental | 225 | December | $10,452 |
| DEARBORN LIFE INSURANCE COMPANY | Vision | 141 | December | $1,592 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 174 | December | $0 |
Questions
Who is CALVETTI FERGUSON, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CALVETTI FERGUSON, LLC's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does CALVETTI FERGUSON, LLC use?
CALVETTI FERGUSON, LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does CALVETTI FERGUSON, LLC's group plan renew?
The most recent Schedule A policy period for CALVETTI FERGUSON, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CALVETTI FERGUSON, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.