Your on-demand AI benefits analyst — entity resolution, account signals, and the full ecosystem graph in a conversational interface, grounded in five years of the benefits market and the inference logic that reads what isn't there, with real-time web research layered on top. Ask anything. Get analyst-grade answers in seconds.
The fund reported ~$3.6M in total service provider comp across six named providers in its 2024 filing. 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 49 reasoning tools, five years of the benefits market, and the full entity graph. Every answer is sourced, reproducible, and tied to the underlying record.
Five years of the complete benefits market — every employer, every plan — refreshed as new data posts. Not a cached index: full structural detail, down to service-provider compensation, plan financials, and multi-employer arrangements.
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 coverage 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 the benefits market, a 49-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.