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  2. Charter HR, Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

Charter HR, Inc.

EIN 27-3214766-human resources-Latest filing 2025
Plans
2
Retirement
1
$7.5M assets
Health & Benefits
1
$2.7M premiums
Participants
1,888
P.O. BOX 759 - ALEXANDER CITY, AL 35011256-234-6234mycharterhr.comLinkedIn201-500 employeeshuman resources
Plans on this EIN
2 filings
#001401(k)-$7.5M - 428 part#501Fully insured-$2.7M - 1,004 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.7M premiums / 1,004 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Vision$2.7M
  • Prescription drug$2.7M
  • Life$41K
Total $2.7M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CHARTER HR RETIREMENT SAVINGS PLAN

401(k)

Assets$7.5M
Participants428
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CHARTER HR, INC. EMPLOYEE BENEFIT PLAN

Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.7M
Covered lives1,004
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHARTER HR RETIREMENT SAVINGS PLAN401(k)$7.5M4282025
  • CHARTER HR RETIREMENT SAVINGS PLAN$7.5M
    #001 · 401(k) · 2025428

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CHARTER HR, INC. EMPLOYEE BENEFIT PLANFully insuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.7M1,0042025
  • CHARTER HR, INC. EMPLOYEE BENEFIT PLAN$2.7M
    #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 20251,004
Retirement plans
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