Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$651K
- Vision$651K
- Short-term disability$58K
- Dental$7K
Sponsor portfolio
ELIZABETH CHARLES CORPORATION
EIN 41-1758248retailLatest filing 2024
Plans
7
Retirement
1
$8.2M assets
Welfare
6
$755K premiums
Participants
761
5255 EDINA INDUSTRIAL BLVD. - EDINA, MN 55439952-915-2900elizabethchev.comLinkedIn1-10 employeesretail
Benefits portfolio analytics
6 plans / $755K premiums / 456 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITED HEALTHCARE INSURANCE COMPANY86%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
55%top
- OSBORNE PROPERTIES LTD PTNRSHP55%
- KRAUS-ANDERSON INSURANCE45%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ELIZABETH CHARLES CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$8.2M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HEALTH INSURANCE
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$651K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SHORT TERM DISABILITY INSURANCE PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$58K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
LONG TERM DISABILITY INSURANCE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$28K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
GROUP LIFE INSURANCE
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$9K
Covered lives78
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
DENTAL
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$7K
Covered lives75
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
AD&D INSURANCE
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2K
Covered lives44
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ELIZABETH CHARLES CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $8.2M | 305 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HEALTH INSURANCE | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $651K | 113 | 2024 | |
| 503 | SHORT TERM DISABILITY INSURANCE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $58K | 73 | 2024 | |
| 505 | LONG TERM DISABILITY INSURANCE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $28K | 73 | 2024 | |
| 504 | GROUP LIFE INSURANCE | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | 78 | 2024 | |
| 501 | DENTAL | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | 75 | 2024 | |
| 506 | AD&D INSURANCE | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | 44 | 2024 |
Retirement plans
Welfare plans