Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.7M
- Prescription drug$8.7M
- Dental$1.3M
- Vision$1.3M
- Life$1.3M
- Short-term disability$1.3M
- +2 more
Sponsor portfolio
CHARLIE HEALTH, INC.
EIN 84-4582670mental health careLatest filing 2024
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$10.0M premiums
Participants
1,942
233 E MAIN ST, SUITE 401 - BOZEMAN, MT 59715866-491-5196charliehealth.comLinkedIn501-1000 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.0M premiums / 1,208 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITEDHEALTHCARE INSURANCE COMPANY87%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARLIE HEALTH 401(K) PLAN
401k
Assets$14.6M
Participants1,668
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARLIE HEALTH, INC.
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$10.0M
Covered lives1,208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLIE HEALTH 401(K) PLAN | 401k | $14.6M | 1,668 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARLIE HEALTH, INC. | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $10.0M | 1,208 | 2024 |
Retirement plans
Welfare plans