Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$631K
- Health$465K
- Prescription drug$465K
- Dental$125K
- Life$121K
- Short-term disability$121K
- +2 more
Sponsor portfolio
CHARGEBEE, INC.
EIN 99-0362987financial servicesLatest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$781K premiums
Participants
356
909 ROSE AVENUE, SUITE 950 - NORTH BETHESDA, MD 20852708-307-1727chargebee.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $781K premiums / 189 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
- UNITED OF OMAHA LIFE INSURANCE COMPANY16%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- VISION SERVICE PLAN3%
- WORKPLACE OPTIONS1%
Broker market share
Schedule A broker compensation
97%top
- GBS BENEFITS INC97%
- EMPLOYEE NAVIGATOR, LLC2%
- LEAVITT GROUP1%
- LOCKTON COMPANIES, LLC0%
- PROFESSIONAL GROUP PLANS INC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARGEBEE 401(K) PLAN
401k
Assets$9.7M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARGEBEE WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$781K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARGEBEE 401(K) PLAN | 401k | $9.7M | 235 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARGEBEE WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $781K | 189 | 2025 |
Retirement plans
Welfare plans