Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Prescription drug$1.6M
- Vision$10K
Filings through .
Charter Brokerage, LLC
EIN 05-0562792Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$38.2M assets
Health & Benefits
1
$1.6M premiums
Participants
313
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.6M premiums / 312 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$38.2M
Participants218
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHARTER BROKERAGE LLC
Fully insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.6M
Covered lives312
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $38.2M | 218 | 2025 |
- #004 · 401(k) · 2025218
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHARTER BROKERAGE LLC | Fully insured | BLUECROSS BLUESHIELD OF TEXAS | $1.6M | 312 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF TEXAS · 2025312
Retirement plans
Health & Benefits plans