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
Sponsor portfolio
CHARTER ONE, LLC
EIN 82-3735558education managementLatest filing 2025
Plans
2
Retirement
1
$33.2M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 3,533 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- GBS ARIZONA INC100%
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 ONE 401(K) PLAN
401k
Assets$33.2M
Participants4,883
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARTER ONE HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives3,533
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTER ONE 401(K) PLAN | 401k | $33.2M | 4,883 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans