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Three questions to ask of every finding.

Where did this come from?

Read about filing history, carrier-published evidence, and inference.

What is the comparison?

Understand peer groups, denominators, and data quality.

What still needs checking?

Turn missing information into a focused next question.

01 · Sources

Keep the date with the evidence.

Calliope combines six years of public benefits filings with carrier-published Transparency in Coverage data and public research. Monthly updates add available filings and carrier-published records. The refresh date describes when data was added; the sources themselves describe different periods. A provider named in a past filing may not be the provider today.

When reviewing an account, check the filing year and the publication date of any additional evidence. Separate what a source explicitly reports from what Calliope infers. Transparency in Coverage features are in Beta.

Public filings are self-reported. Calliope checks known error patterns, including duplicate schedules and misused premium columns, and excludes affected records from relevant benchmarks. A source citation still needs to be read in context.

Department of Labor: Form 5500 resources
02 · Comparisons

A benchmark starts a question.

Calliope computes fee comparisons from its filing corpus, using service-code and size segments. Before interpreting a difference, check the service category, comparison period, and denominator used in the calculation.

Ask whether the services and funding structure are comparable, whether compensation disclosures are complete, and whether data-quality flags affect the record. Higher reported compensation may reflect differences that the filing alone cannot explain.

Above-benchmark compensation is not evidence of wrongdoing. Use the comparison to focus a documented review and identify the additional information needed.

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03 · Negative space

The filing is present.
The picture is incomplete.

Negative space is the gap between what the filing shows and what the employer’s benefits picture suggests should be there.

Illustrative example · Fictional accounts and data

One filing. A broader benefits picture.

Example
5,000employees at Alder Manufacturing
Form 5500 · 2024

Small insured medical plan

300people covered by this disclosed plan

Kaiser · Fully insured medical

Carrier-published TiC · Aug 2026 · Beta

ASO relationship identified

Evidence of an administered medical arrangement beyond the insured plan.

The insured plan may be only one part of the employer’s coverage.
How to read the gap

Employees and covered lives are different measures. This is not a calculation of uncovered employees. Confirm employer identity, source periods, and current plan documents before concluding how the arrangements fit together.

“Not disclosed” does not mean “does not exist.” Missing filing or TiC evidence alone is not a compliance finding. Carrier-published features are Beta.

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