Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.7M
- Vision$1.7M
- Life$1.7M
- Short-term disability$1.7M
- Long-term disability$1.7M
- Other$1.7M
Filings through .
Charter One, LLC
EIN 82-3735558education managementLatest filing 2025
Plans
2
Retirement
1
$33.2M assets
Health & Benefits
1
$1.7M premiums
Participants
6,386
6913 E. REMBRANDT AVE - MESA, AZ 85212480-420-2101charter.oneLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.7M premiums / 3,533 covered lives
See carrier and broker market share with Pro.
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHARTER ONE 401(K) PLAN
401(k)
Assets$33.2M
Participants4,883
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHARTER ONE HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives3,533
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHARTER ONE 401(K) PLAN | 401(k) | $33.2M | 4,883 | 2025 |
- CHARTER ONE 401(K) PLAN$33.2M#001 · 401(k) · 20254,883
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHARTER ONE HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.7M | 3,533 | 2025 |
- #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 20253,533
Retirement plans
Health & Benefits plans