Assets by plan
Share of aggregate retirement assets
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St. Charles Youth & Family Services, Inc.
EIN 39-0914040individual & family servicesLatest filing 2025
Plans
7
Retirement
2
$11.8M assets
Health & Benefits
5
$1.8M premiums
Participants
945
151 S 84TH STREET - MILWAUKEE, WI 53214414-358-4153stcharlesinc.orgLinkedIn51-200 employeesindividual & family services
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $11.8M assets / 428 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $1.8M premiums / 468 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$105K
- Life$37K
- Long-term disability$37K
- Other$37K
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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#002
ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN
Money purchase
Assets$8.1M
Participants194
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN
Other DC
Assets$3.7M
Participants234
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
ST. CHARLES YOUTH AND FAMILY SERVICES MEDICAL BENEFIT PLAN
Fully insured - COMPCARE HEALTH SERVICES INSURANCE CORPORATION
Premiums$1.6M
Covered lives137
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
ST. CHARLES YOUTH AND FAMILY SERVICES DENTAL BENEFITS PLAN
Fully insured - DELTA DENTAL OF WISCONSIN
Premiums$105K
Covered lives110
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
ST. CHARLES YOUTH AND FAMILY SERVICES, INC VISION BENEFIT PLAN
Fully insured - WYSSTA INSURANCE COMPANY INC.
Premiums$12K
Covered lives85
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
ST. CHARLES YOUTH AND FAMILY SERVICES, INC SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ST CHARLES YOUTH & FAMILY SERVICES, INC. PENSION PLAN | Money purchase | $8.1M | 194 | 2025 |
| #001 | ST. CHARLES YOUTH & FAMILY SERVICES, INC. 403(B) PLAN | Other DC | $3.7M | 234 | 2025 |
- #002 · Money purchase · 2025194
- #001 · Other DC · 2025234
Health & Benefits plans
5 plans on this EIN
| 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 |
- #504 · Fully insured · COMPCARE HEALTH SERVICES INSURANCE CORPORATION · 2024137
- #503 · Fully insured · DELTA DENTAL OF WISCONSIN · 2025110
- #506 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025136
- #505 · Fully insured · WYSSTA INSURANCE COMPANY INC. · 202485
- #510 · Unknown · 20240
Retirement plans
Health & Benefits plans