PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BANK OF CHARLES TOWN
Sponsor portfolioTH

BANK OF CHARLES TOWN

EIN 55-0118850-government administration-Latest filing 2025
Plans
3
Retirement
2
$22.2M assets
Welfare
1
$1.1M premiums
Participants
403
P.O. BOX 906 - CHARLES TOWN, WV 254140906304-728-2456LinkedIn1-10 employeesgovernment administration
Plans on this EIN
3 filings
#002401k-$11.4M - 158 part#001TraditionalDB-$10.8M - 116 part#501Fully Insured-$1.1M - 168 lives

Retirement portfolio analytics

2 plans aggregated / $22.2M assets / 274 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • 401(K) RETIREMENT Savings (#002)51%
  • DEFINED BENEFIT PENSION (#001)49%
Total $22.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • 401K ADVISORS INC51%
  • (Not disclosed)49%
Total $22.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#002)158
  • DEFINED BENEFIT PENSION (#001)116
Total 274Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Vision$76K
  • Life$76K
  • Long-term disability$76K
  • Other$76K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA7%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $49K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BANK OF CHARLES TOWN 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$11.4M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BANK OF CHARLES TOWN DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$10.8M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BANK OF CHARLES TOWN WRAP BENEFIT PLAN

Fully Insured - HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA

Premiums$1.1M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BANK OF CHARLES TOWN 401(K) RETIREMENT SAVINGS PLAN401k$11.4M1582024
001BANK OF CHARLES TOWN DEFINED BENEFIT PENSION PLANTraditionalDB$10.8M1162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BANK OF CHARLES TOWN WRAP BENEFIT PLANFully InsuredHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA$1.1M1682025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica