Assets by plan
Share of aggregate retirement assets
Filings through .
Charter School Associates, Inc.
EIN 31-1819379education managementLatest filing 2025
Plans
3
Retirement
2
$18.6M assets
Health & Benefits
1
$7.4M premiums
Participants
2,820
5471 N. UNIVERSITY DRIVE - CORAL SPRINGS, FL 33067954-414-5767charterschoolassociates.comLinkedIn1001-5000 employeeseducation management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $18.6M assets / 1,547 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$4.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.4M premiums / 1,831 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Dental$7.1M
- Vision$7.1M
- Life$324K
- Short-term disability$324K
- Long-term disability$324K
- +1 more
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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#333
CHARTER SCHOOL 401(K) RETIREMENT PLAN
401(k)
Assets$14.0M
Participants1,510
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CHARTER SCHOOL ASSOCIATES, INC. 401(K) PLAN
401(k)
Assets$4.6M
Participants37
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
CHARTER SCHOOL ASSOCIATES, INC. HEALTH AND WELFARE PLAN
Mewa - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$7.4M
Covered lives1,831
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #333 | CHARTER SCHOOL 401(K) RETIREMENT PLAN | 401(k) | $14.0M | 1,510 | 2025 |
| #001 | CHARTER SCHOOL ASSOCIATES, INC. 401(K) PLAN | 401(k) | $4.6M | 37 | 2025 |
- #333 · 401(k) · 20251,510
- #001 · 401(k) · 202537
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CHARTER SCHOOL ASSOCIATES, INC. HEALTH AND WELFARE PLAN | Mewa | UNITEDHEALTHCARE INSURANCE COMPANY | $7.4M | 1,831 | 2025 |
- #502 · Mewa · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,831
Retirement plans
Health & Benefits plans