Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$345K
- Vision$345K
- Life$345K
- Short-term disability$345K
- Long-term disability$345K
- +1 more
Sponsor portfolio
CHARLES PERRY PARTNERS, INC.
EIN 45-1601307constructionLatest filing 2025
Plans
2
Retirement
1
$21.8M assets
Welfare
1
$2.3M premiums
Participants
449
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 356 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- CURATIVE INSURANCE COMPANY85%
- PRINCIPAL LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
68%top
- TWO TWELVE BENEFITS68%
- PATRIOT GROWTH INSURANCE SERVICES32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHARLES PERRY PARTNERS, INC. 401(K) PLAN
401k
Assets$21.8M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARLES PERRY PARTNERS, INC. WELFARE BENEFITS PLAN
Fully Insured - CURATIVE INSURANCE COMPANY
Premiums$2.3M
Covered lives356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARLES PERRY PARTNERS, INC. 401(K) PLAN | 401k | $21.8M | 306 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARLES PERRY PARTNERS, INC. WELFARE BENEFITS PLAN | Fully Insured | CURATIVE INSURANCE COMPANY | $2.3M | 356 | 2025 |
Retirement plans
Welfare plans