Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$586K
- Other$184K
- Dental$95K
- Vision$95K
- Life$95K
- Long-term disability$95K
Sponsor portfolio
CHARTRE SERVICES, LLC
EIN 20-2706902Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$770K premiums
Participants
274
2330 UNIVERSITY AVENUE - OXFORD, MS 38655662-236-5080
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $770K premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- BLUE CROSS OF CALIFORNIA64%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- HCC LIFE INSURANCE COMPANY12%
- AFLAC12%
Broker market share
Schedule A broker compensation
51%top
- THOMAS G MONTGOMERY51%
- OPTIBEN OF MISSISSIPPI LLC20%
- OPTIBEN LLC14%
- LAUREN S GREENE9%
- GINGER KAYE HARDY2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARTRE SERVICES, LLC 401(K) PLAN
401k
Assets$6.4M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARTRE SERVICES, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI
Premiums$770K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTRE SERVICES, LLC 401(K) PLAN | 401k | $6.4M | 137 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARTRE SERVICES, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI | $770K | 136 | 2025 |
Retirement plans
Welfare plans