Sponsor portfolio

CHARTER SCHOOL ASSOCIATES, INC.

EIN 31-1819379education managementLatest filing 2025

Plans

Retirement

$18.6M assets

Welfare

$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 filings

#333401k-$14.0M - 1,510 part #001401k-$4.6M - 37 part #502Mewa-$7.4M - 1,831 lives

Retirement portfolio analytics

2 plans aggregated / $18.6M assets / 1,547 participants

Assets by plan

Share of aggregate retirement assets

75%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

75%top

TRANSAMERICA RETIREMENT SOLUTIONS75%
(Not disclosed)25%

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

96%top

UNITEDHEALTHCARE INSURANCE COMPANY96%
UNITED OF OMAHA LIFE INSURANCE COMPANY4%

Broker market share

Schedule A broker compensation

Split broker

95%top

WHIPPLE AND COMPANY95%
PLANSOURCE BEN ADMINISTRATION INC4%
GCG FINANCIAL LLC1%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#333

CHARTER SCHOOL 401(K) RETIREMENT PLAN

401k

Assets$14.0M

Participants1,510

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001