Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Prescription drug$1.6M
- Vision$10K
Sponsor portfolio
CHARTER BROKERAGE LLC
EIN 05-0562792Latest filing 2025
Plans
2
Retirement
1
$31.4M assets
Welfare
1
$1.6M premiums
Participants
308
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 312 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- BLUE CROSS OF CALIFORNIA99%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$31.4M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARTER BROKERAGE LLC
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.6M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CHARTER BROKERAGE, LLC 401(K) PROFIT SHARING PLAN | 401k | $31.4M | 213 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARTER BROKERAGE LLC | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.6M | 312 | 2025 |
Retirement plans
Welfare plans