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Sponsor portfolio

CHARTSPAN MEDICAL TECHNOLOGIES, INC.

EIN 46-1350379-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$640K premiums
Participants
812
400 BIRNIE ST, SUITE H - GREENVILLE, SC 29611864-671-1990chartspan.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$2.5M - 511 part#501Fully Insured-$640K - 464 lives

Benefits portfolio analytics

1 plan / $640K premiums / 464 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$434K
  • Dental$206K
  • Vision$206K
  • Life$206K
  • Short-term disability$206K
  • Long-term disability$206K
  • +1 more
Total $640K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
  • PRINCIPAL LIFE INSURANCE COMPANY32%
Total $640K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • USI INSURANCE SERVICES LLC71%
  • THE CASON GROUP INC29%
Total $40K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHARTSPAN MEDICAL TECHNOLOGIES, INC. 401(K) PLAN

401k

Assets$2.5M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARTSPAN MEDICAL TECHNOLOGIES, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE CO

Premiums$640K
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARTSPAN MEDICAL TECHNOLOGIES, INC. 401(K) PLAN401k$2.5M5112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARTSPAN MEDICAL TECHNOLOGIES, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE CO$640K4642024
Retirement plans
Welfare plans
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