# CHARLOTTE BEHAVIORAL HEALTH CARE WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **CHARLOTTE BEHAVIORAL HEALTH, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CHARLOTTE BEHAVIORAL HEALTH, INC. |
| EIN | 591234922 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | PUNTA GORDA, FL |
| Industry | non-profit organization management |
| Funding | fully insured |
| Total premiums | $575K |
| Participants | 209 |
| Persons covered | 208 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| SUN LIFE FINANCIAL | Stop-loss |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Other |
| AETNA LIFE INSURANCE COMPANY | Health |

## Brokers

| Broker | Placed with |
|---|---|
| DIGITAL INSURANCE LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |
| DIGITAL INSURANCE LLC | THE GUARDIAN LIFE INSURANCE COMPANY |
| CENTRO BENEFITS RESEARCH LLC | THE GUARDIAN LIFE INSURANCE COMPANY |
| ONEDIGITAL EXPRESSLINK LLC | MERITAIN HEALTH |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/591234922-502
- Cite as: PlanOptica, https://planoptica.com/welfare/591234922-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers