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Sponsor portfolioTH

CHARTER CONSTRUCTION, INC.

EIN 62-1043941-construction-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$1.2M premiums
Participants
1,361
4504 KENTUCKY AVENUE - NASHVILLE, TN 37209615-383-8464charterconstruction.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$7.3M - 603 part#501Fully Insured-$1.2M - 293 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Other$76K
  • Life$65K
  • Short-term disability$36K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $88K1 slice

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 CONSTRUCTION, INC.

401k

Assets$7.3M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARTER CONSTRUCTION, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARTER CONSTRUCTION, INC.401k$7.3M6032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARTER CONSTRUCTION, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M2932025
Retirement plans
Welfare plans
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