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Sponsor portfolio

CHARTER HOMES BUILDING COMPANY

EIN 23-2546580-Construction-Latest filing 2024
Plans
3
Retirement
1
$15.9M assets
Welfare
2
$882K premiums
Participants
803
322 N. ARCH STREET - LANCASTER, PA 17603717-560-1400
Plans on this EIN
3 filings
#001401k-$15.9M - 332 part#502Self Funded-$535K - 217 lives#501Fully Insured-$347K - 582 lives

Benefits portfolio analytics

2 plans / $882K premiums / 799 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$535K
  • Vision$215K
  • Life$215K
  • Short-term disability$215K
  • Long-term disability$215K
  • Other$215K
  • +1 more
Total $882K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITEDHEALTHCARE INSURANCE COMPANY61%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
Total $882K3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MURRAY INSURANCE ASSOCIATES74%
  • AP BENEFIT ADVISORS, LLC26%
Total $20K2 slices

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 HOMES BUILDING COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$15.9M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CHARTER HOMES BUILDING COMPANY GROUP MEDICAL PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$535K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CHARTER HOMES EMPLOYEE WELFARE BENEFIT PLAN (501)

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$347K
Covered lives582
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARTER HOMES BUILDING COMPANY 401(K) PROFIT SHARING PLAN401k$15.9M3322024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CHARTER HOMES BUILDING COMPANY GROUP MEDICAL PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$535K2172024
501CHARTER HOMES EMPLOYEE WELFARE BENEFIT PLAN (501)Fully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$347K5822024
Retirement plans
Welfare plans
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