How many employer clients does Caliber Benefits Group, LLC have?

Caliber Benefits Group, LLC is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 5 states.

Who are Caliber Benefits Group, LLC's largest employer clients?

By plan participants, the largest include Ally Financial Inc. (10,263 participants), Pegasystems Incorporated (1,880 participants) and Agero, Inc. (1,402 participants).

How much does Caliber Benefits Group, LLC earn in commissions?

Insurers reported $447,100 in broker commissions and $26,259 in fees paid to Caliber Benefits Group, LLC for plan year 2025, per Schedule A Part 1.

Where is Caliber Benefits Group, LLC located?

Caliber Benefits Group, LLC is based in Boston, MA and has employer clients in 5 states.

Benefits Intelligence/Broker Directory/Massachusetts

Caliber Benefits Group, LLC

Boston, MA

Caliber Benefits Group, LLC of Boston, MA is the broker of record on 23 Form 5500 Schedule A filings covering 14 employer benefit plans across 5 states, with $447,100 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$447,100

plan year 2025

Reported fees

$26,259

Quick answer

Caliber Benefits Group, LLC (Boston, MA) is the broker of record for 14 employer benefit plan sponsors on 23 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Caliber Benefits Group, LLC have?: Caliber Benefits Group, LLC is named as broker on Form 5500 Schedule A filings for 14 distinct plan sponsors in 5 states.
Who are Caliber Benefits Group, LLC's largest employer clients?: By plan participants, the largest include Ally Financial Inc. (10,263 participants), Pegasystems Incorporated (1,880 participants) and Agero, Inc. (1,402 participants).
How much does Caliber Benefits Group, LLC earn in commissions?: Insurers reported $447,100 in broker commissions and $26,259 in fees paid to Caliber Benefits Group, LLC for plan year 2025, per Schedule A Part 1.
Where is Caliber Benefits Group, LLC located?: Caliber Benefits Group, LLC is based in Boston, MA and has employer clients in 5 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Caliber Benefits Group, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Ally Financial Inc.	MI	10,263	2025-12-31
Pegasystems Incorporated	MA	1,880	2025-12-31
Agero, Inc.	MA	1,402	2024-12-31

11 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.