Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$104K
- Dental$98K
- Vision$98K
- Life$96K
- Short-term disability$96K
- Long-term disability$96K
- +2 more
Sponsor portfolio
CHARTBEAT INC.
EIN 26-4658341internetLatest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$295K premiums
Participants
384
701 TILLERY ST., UNIT 12-1019 - AUSTIN, TX 78702718-916-8753chartbeat.comLinkedIn51-200 employeesinternet
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $295K premiums / 144 covered livesCarrier market share
Premium dollars by Schedule A carrier
33%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY33%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
- KAISER FOUNDATION HEALTH PLAN INC31%
- HEALTHEE2%
- ACE AMERICAN INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., 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#001
CHARTBEAT 401K PLAN
401k
Assets$20.6M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARTBEAT, INC. HEALTH & WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$295K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTBEAT 401K PLAN | 401k | $20.6M | 238 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARTBEAT, INC. HEALTH & WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $295K | 144 | 2025 |
Retirement plans
Welfare plans