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Sponsor portfolio

CHARLESBANK CAPITAL PARTNERS, LLC

EIN 04-3419769-financial services-Latest filing 2025
Plans
3
Retirement
2
$94.1M assets
Welfare
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 filings
#001MoneyPurchase-$52.0M - 274 part#002401k-$42.1M - 251 part#509Mixed-$2.9M - 360 lives

Retirement portfolio analytics

2 plans aggregated / $94.1M assets / 525 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • MONEY PURCHASE PENSION (#001)55%
  • LLC PROFIT SHARING/401(K) (#002)45%
Total $94.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#001)274
  • LLC PROFIT SHARING/401(K) (#002)251
Total 525Click row to drill in

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
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $85K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$52.0M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN

401k

Assets$42.1M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

CHARLESBANK CAPITAL PARTNERS, LLC HEALTH AND WELFARE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$2.9M
Covered lives360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLANMoneyPurchase$52.0M2742025
002CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN401k$42.1M2512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509CHARLESBANK CAPITAL PARTNERS, LLC HEALTH AND WELFARE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$2.9M3602025
Retirement plans
Welfare plans
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