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
Sponsor portfolio
CHARTER HR, INC.
EIN 27-3214766human resourcesLatest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$2.7M premiums
Participants
1,945
PO BOX 759 - ALEXANDER CITY, AL 350110759256-234-6234mycharterhr.comLinkedIn201-500 employeeshuman resources
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 1,004 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- BLUE CROSS OF CALIFORNIA98%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
80%top
- CHARTER HR BENEFIT SOLUTIONS, INC.80%
- GREGORY CRANCE20%
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 HR RETIREMENT SAVINGS PLAN
401k
Assets$6.1M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARTER HR, INC. EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$2.7M
Covered lives1,004
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTER HR RETIREMENT SAVINGS PLAN | 401k | $6.1M | 485 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARTER HR, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.7M | 1,004 | 2025 |
Retirement plans
Welfare plans