Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$960K
- Health$896K
- Prescription drug$896K
- Life$64K
- Short-term disability$64K
- Long-term disability$64K
- +2 more
Sponsor portfolio
CHARTER HOUSE HOLDINGS LLC
EIN 20-1525990furnitureLatest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$999K premiums
Participants
115
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $999K premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CARE NETWORK OF MICHIGAN90%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
- DELTA DENTAL OF CALIFORNIA3%
- STARMOUNT LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
57%top
- RYAN T. PYLMAN57%
- BROWN & BROWN INSURANCE SERVICES36%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARTER HOUSE RETIREMENT PLAN
401k
Assets$3.0M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARTER HOUSE HOLDINGS LLC EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CARE NETWORK OF MICHIGAN
Premiums$999K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTER HOUSE RETIREMENT PLAN | 401k | $3.0M | 115 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARTER HOUSE HOLDINGS LLC EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CARE NETWORK OF MICHIGAN | $999K | 161 | 2025 |
Retirement plans
Welfare plans