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Sponsor portfolioWelfare / HealthEIN 20-2706902

CHARTRE SERVICES, LLC

2330 UNIVERSITY AVENUE · OXFORD, MS 38655
6622365080
Plans filed
1
Years active
2020–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$770K
No prior year
Persons covered
136
No prior year
Total participants
137
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$770K
CHARTRE SERVICES, LLC EMPLOYEE BENEFITS PLAN
Fully insured136 covered·4 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$586K50.9%
Other$184K16.0%
Dental$95K8.3%
Vision$95K8.3%
Life$95K8.3%
Long-term disability$95K8.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 640295748
H
$494K64.2%11136
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$95K12.4%11130
HCC LIFE INSURANCE COMPANY
EIN 351817054
H
$91K11.9%11109
AFLAC
EIN 822723296
Oth
$89K11.5%1181

Broker overview

25 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THOMAS G MONTGOMERY—BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI$31K$0$31K51.5%1
OPTIBEN OF MISSISSIPPI LLCCANTON, MSTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$10K$2K$12K19.6%1
OPTIBEN LLCMADISONVILLE, LAHCC LIFE INSURANCE COMPANY$8K$0$8K13.8%1
LAUREN S GREENEDENNIS, MSAFLAC$5K$40$5K9.0%1
GINGER KAYE HARDYTUPELO, MSAFLAC$1K$18$1K1.9%1
JENNIE B CRAIGFULTON, MSAFLAC$1K$39$1K1.8%1
JOSEPH ARTHUR STENNETTBOONEVILLE, MSAFLAC$516$0$5160.9%1
LESLIE ANNE CARPENTERNETTLETON, MSAFLAC$177$0$1770.3%1
ANNA THOMPSONSANTA ROSA BEACH, FLAFLAC$127$0$1270.2%1
JOHN R BRASELMOOREVILLE, MSAFLAC$74$9$830.1%1
VALERIE D HOODBELDEN, MSAFLAC$74$9$830.1%1
LAURA SOLOMONPLANTERSVILLE, MSAFLAC$68$0$680.1%1
MEGAN HOPE BOOTHEIUKA, MSAFLAC$63$0$630.1%1
JOSHUA L CLINERICHLAND, MSAFLAC$55$0$550.1%1
DAWN T WOODMANTACHIE, MSAFLAC$47$0$470.1%1
BENNY W STENNETTCORINTH, MSAFLAC$43$0$430.1%1
CYNTHIA D BURROUGHSNETTLETON, MSAFLAC$28$0$280.0%1
GRETA L STOCKTONFULTON, MSAFLAC$26$0$260.0%1
AMANDA B TUTORSALTILLO, MSAFLAC$20$0$200.0%1
CHRISTY W FISHERBALDWYN, MSAFLAC$18$0$180.0%1
JOHN D KEYSMADISON, MSAFLAC$16$0$160.0%1
EMILY L PHIFERTISHOMINGO, MSAFLAC$11$0$110.0%1
GREGORY J WEEKSRIDGELAND, MSAFLAC$9$0$90.0%1
CHRISTIAN ANDRE LEVERNBRANTON, MSAFLAC$5$0$50.0%1
PETER B WILKINSON JRWOLFFORTH, TXAFLAC$2$0$20.0%1

History & trajectory

6 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
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