Assets by plan
Share of aggregate retirement assets
Filings through .
Charlesbank Capital Partners, LLC
EIN 04-3419769financial servicesLatest filing 2025
Plans
3
Retirement
2
$94.1M assets
Health & Benefits
1
$2.9M premiums
Participants
704
200 CLARENDON STREET, 54TH FLOOR - BOSTON, MA 02116617-619-5480charlesbank.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $94.1M assets / 525 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.9M premiums / 360 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Life$122K
- Short-term disability$122K
- Long-term disability$122K
- Other$122K
- Vision$10K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN
Money purchase
Assets$52.0M
Participants274
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN
401(k)
Assets$42.1M
Participants251
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#509
CHARLESBANK CAPITAL PARTNERS, LLC HEALTH AND WELFARE BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS
Premiums$2.9M
Covered lives360
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN | Money purchase | $52.0M | 274 | 2025 |
| #002 | CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | 401(k) | $42.1M | 251 | 2025 |
- #001 · Money purchase · 2025274
- #002 · 401(k) · 2025251
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #509 | CHARLESBANK CAPITAL PARTNERS, LLC HEALTH AND WELFARE BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | $2.9M | 360 | 2025 |
- #509 · Mixed · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS · 2025360
Retirement plans
Health & Benefits plans