Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$363K
- Dental$137K
- Vision$137K
- Life$137K
- Other$137K
- Health$75K
Sponsor portfolio
CHARLOTTE BEHAVIORAL HEALTH, INC.
EIN 59-1234922non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$12.2M assets
Welfare
1
$575K premiums
Participants
885
1700 EDUCATION AVENUE - PUNTA GORDA, FL 33950941-639-8300cbhcfl.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $575K premiums / 208 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- SUN LIFE ASSURANCE COMPANY OF CANADA63%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
- AETNA LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
49%top
- ENROLLEASE49%
- DIGITAL INSURANCE LLC46%
- CENTRO BENEFITS RESEARCH LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARLOTTE BEHAVIORAL HEALTH CARE, INC. RETIREMENT PLAN
403b
Assets$12.2M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CHARLOTTE BEHAVIORAL HEALTH CARE WELFARE BENEFITS PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$575K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLOTTE BEHAVIORAL HEALTH CARE, INC. RETIREMENT PLAN | 403b | $12.2M | 676 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CHARLOTTE BEHAVIORAL HEALTH CARE WELFARE BENEFITS PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $575K | 208 | 2025 |
Retirement plans
Welfare plans