Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ST. CHARLES YOUTH AND FAMILY SERVICES
EIN 39-0914040individual & family servicesLatest filing 2025
Plans
7
Retirement
2
$10.9M assets
Welfare
5
$1.8M premiums
Participants
949
151 S. 84TH ST. - MILWAUKEE, WI 53214414-539-4900stcharlesinc.orgLinkedIn51-200 employeesindividual & family services
Retirement portfolio analytics
2 plans aggregated / $10.9M assets / 432 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $1.8M premiums / 468 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$105K
- Life$37K
- Long-term disability$37K
- Other$37K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- DELTA DENTAL OF CALIFORNIA74%
- UNUM LIFE INSURANCE COMPANY OF AMERICA26%
Broker market share
Schedule A broker compensation
100%top
- R & R INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN
MoneyPurchase
Assets$7.8M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN
OtherDC
Assets$3.1M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
ST. CHARLES YOUTH AND FAMILY SERVICES MEDICAL BENEFIT PLAN
Fully Insured - COMPCARE HEALTH SERVICES INSURANCE CORPORATION
Premiums$1.6M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
ST. CHARLES YOUTH AND FAMILY SERVICES DENTAL BENEFITS PLAN
Fully Insured - DELTA DENTAL OF WISCONSIN
Premiums$105K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
ST. CHARLES YOUTH AND FAMILY SERVICES, INC LIFE AND DISABILITY BENEFIT PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$37K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
ST. CHARLES YOUTH AND FAMILY SERVICES, INC VISION BENEFIT PLAN
Fully Insured - WYSSTA INSURANCE COMPANY INC.
Premiums$12K
Covered lives85
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
ST. CHARLES YOUTH AND FAMILY SERVICES, INC SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN | MoneyPurchase | $7.8M | 189 | 2024 | |
| 001 | ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN | OtherDC | $3.1M | 243 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | ST. CHARLES YOUTH AND FAMILY SERVICES MEDICAL BENEFIT PLAN | Fully Insured | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | $1.6M | 137 | 2024 | |
| 503 | ST. CHARLES YOUTH AND FAMILY SERVICES DENTAL BENEFITS PLAN | Fully Insured | DELTA DENTAL OF WISCONSIN | $105K | 110 | 2025 | |
| 506 | ST. CHARLES YOUTH AND FAMILY SERVICES, INC LIFE AND DISABILITY BENEFIT PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $37K | 136 | 2025 | |
| 505 | ST. CHARLES YOUTH AND FAMILY SERVICES, INC VISION BENEFIT PLAN | Fully Insured | WYSSTA INSURANCE COMPANY INC. | $12K | 85 | 2024 | |
| 510 | ST. CHARLES YOUTH AND FAMILY SERVICES, INC SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans