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Sponsor portfolioWelfare / HealthEIN 06-0659509
CHARTER OAK FEDERAL CREDIT UNION
1055 HARTFORD TURNPIKE · WATERFORD, CT 06385
8604468085
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
255
No prior year
Total participants
207
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Vision | $2.4M | 29.9% | |
| Health | $2.4M | 29.7% | |
| Prescription drug | $2.4M | 29.7% | |
| Other | $203K | 2.5% | |
| Life | $190K | 2.3% | |
| Short-term disability | $184K | 2.3% | |
| Long-term disability | $184K | 2.3% | |
| Dental | $103K | 1.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDVOth | $2.5M | 92.6% | 1 | 3 | 173 |
EIN 470322111 | LSTDLTDOth | $184K | 6.7% | 1 | 1 | 201 |
EIN 430949844 | V | $11K | 0.4% | 1 | 1 | 255 |
EIN 620331200 | L | $6K | 0.2% | 1 | 1 | 29 |
EIN 060383750 | $0 | 0.0% | 1 | 1 | 201 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | BOSTON, MA | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY | $23K | $73K | $97K | 95.4% | 1 |
| PROGRESSIVE BENEFIT SOLUTIONS LLC | BRANFORD, CT | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $5K | $5K | 4.5% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $37 | $0 | $37 | 0.0% | 1 |
| INSURANCE PROFESSIONALS INC | GLASTONBURY, CT | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $13 | $0 | $13 | 0.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan