Calhoun Management Corporation
Overview
Calhoun Management Corporation sponsors a self-funded health plan that covered 650 participants in plan year 2025, about the same as the prior year. The plan year starts in February. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 650 · prior year 650
- Plan year
- Begins February 1 · next renewal February 2027
- Health plans filed
- Calhoun Management Corporation Welfare Benefit Plan, plan 502 (650 participants)
- Broker compensation
- $27K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Reliance Standard Life Insurance Company | Vision, Life, Short-term disability | 635 | $124K | $27K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 650 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Calhoun Management Corporation
- Sponsor EIN
- 58-2306692
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 58-2306692 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Calhoun Management Corporation 401(k) Plan
- Type
- 401(k) plan
- Participants
- 645
About this data
Source: Calhoun Management Corporation's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Calhoun Management Corporation.