# CCSA EMPLOYEE BENEFIT WELFARE TRUST DBA CHARTERLIFE C/O BRMS

Health and welfare plan sponsored by **CALIFORNIA CHARTER SCHOOLS EWBT** (dba DBA CHARTERLIFE TRUSTEES). Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CALIFORNIA CHARTER SCHOOLS EWBT |
| EIN | 616357929 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SACRAMENTO, CA |
| Industry | Educational Services |
| Funding | mewa |
| Total premiums | $8.3M |
| Participants | 1,217 |
| Persons covered | 1,105 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health |
| UNITEDHEALTHCARE INSURANCE COMPANY | Rx |
| INDEPENDENCE LIFE AND ANNUITY COMPANY | Stop-loss |
| VISION SERVICE PLAN (VSP) | Vision |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life |
| DELTA DENTAL OF CALIFORNIA | Dental |
| DELTA DENTAL | Dental |

## Brokers

| Broker | Placed with |
|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| ACRISURE LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| ALERA GROUP, INC. | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| ONESOURCE BENEFIT SOLUTIONS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DANONE SIMPSON INSURANCE SERVICES | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ACRISURE LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CASEY JAMES KUGLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ZACKARY HUNYADI ALICEA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| STEPHANIE NOELLE KUGLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BRIAN ROBERT LLOYD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DARRYL W VIDOR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| NATIONAL ENROLLMENT PARTNERS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |

## 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/616357929-501
- Cite as: PlanOptica, https://planoptica.com/welfare/616357929-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers