Grounded in five years of employee benefits filings, with real-time web research layered on top — entity resolution, fragility and stagnation detection, and the full ecosystem graph, wrapped in a conversational interface. Ask anything. Get analyst-grade answers in seconds.
The fund reported ~$3.6M in total service provider comp across six named providers on its 2024 Schedule C. Top three drive 95% of spend:
Pharmacy dominates at 67% of spend. PBM PEPM ($1,083) sits mid-range for Taft-Hartley funds this size — peer band runs $900–$1,250. TPA PEPM ($558) runs near the 75th percentile; worth a closer look at whether carve-outs justify the premium. Related Org C is flagged as a related-party provider — standard for T-H, worth documenting in fiduciary review.
CalliopeResearch has native access to 31 reasoning tools, five years of longitudinal filing data, and the full entity graph. Every answer is sourced, reproducible, and tied to real filings.
Full access to 2.1M+ Form 5500 filings across five years, refreshed as new filings post. Not a cached index — the full schedule detail, including Schedule C, Schedule H, Schedule MEP, and all sub-schedules.
Entity resolution, PEO/MEP inference, fragility scoring, benchmarking, relationship graph traversal, service provider lookup, geographic rollups, and more — available to the model on every query.
Every answer links to source filings. Every calculation shows its work. Every number you see can be audited back to a specific EIN, plan number, and filing year.
Calliope remembers what you've asked in this session. Follow up, narrow down, pivot without re-explaining. The context window holds your territory, your book, your priorities.
Not a dump of every matching record — a short, ranked list of the 10–20 accounts that actually meet your criteria, with the signal and source behind each one. Drop them into a QBR, a pipeline review, or a call sheet.
Filings are retrospective. The web isn't. CalliopeResearch layers real-time web research on top of the filing archive — confirm current plan docs, pull recent Schedule A updates, gather employee sentiment, triangulate what the filings don't say yet. The historical record and the current reality, in one answer.
The reasoning layer is Claude. The domain layer is five years of benefits filings, a 31-tool reasoning graph, entity resolution logic, and ERISA-grade fee benchmarking that Calliope built from scratch. The model is powerful — but the analyst work is ours.
See CalliopeResearch work against your actual book of business. Thirty minutes. Bring your hardest question.