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Sponsor portfolio

CHARTER NEXT GENERATION, INC.

EIN 47-3019794-chemicals-Latest filing 2025
Plans
2
Retirement
1
$170.8M assets
Welfare
1
$1.2M premiums
Participants
5,946
300 N LASALLE STREET, SUITE 1575 - CHICAGO, IL 60654715-369-9500cnginc.comLinkedIn1001-5000 employeeschemicals
Plans on this EIN
2 filings
#001401k-$170.8M - 3,460 part#501Mixed-$1.2M - 3,620 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 3,620 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$888K
  • Long-term disability$888K
  • Other$888K
  • Vision$303K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY75%
  • EYEMED VISION CARE25%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • USI INSURANCE SERVICES LLC0%
Total $62K2 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

CHARTER NEXT GENERATION, INC. 401(K) PLAN

401k

Assets$170.8M
Participants3,460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives3,620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARTER NEXT GENERATION, INC. 401(K) PLAN401k$170.8M3,4602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M3,6202025
Retirement plans
Welfare plans
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