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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $586K | 50.9% | |
| Other | $184K | 16.0% | |
| Dental | $95K | 8.3% | |
| Vision | $95K | 8.3% | |
| Life | $95K | 8.3% | |
| Long-term disability | $95K | 8.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 640295748 | H | $494K | 64.2% | 1 | 1 | 136 |
EIN 135123390 | DVLLTDOth | $95K | 12.4% | 1 | 1 | 130 |
EIN 351817054 | H | $91K | 11.9% | 1 | 1 | 109 |
EIN 822723296 | Oth | $89K | 11.5% | 1 | 1 | 81 |
Broker overview
25 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THOMAS G MONTGOMERY | — | BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI | $31K | $0 | $31K | 51.5% | 1 |
| OPTIBEN OF MISSISSIPPI LLC | CANTON, MS | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $10K | $2K | $12K | 19.6% | 1 |
| OPTIBEN LLC | MADISONVILLE, LA | HCC LIFE INSURANCE COMPANY | $8K | $0 | $8K | 13.8% | 1 |
| LAUREN S GREENE | DENNIS, MS | AFLAC | $5K | $40 | $5K | 9.0% | 1 |
| GINGER KAYE HARDY | TUPELO, MS | AFLAC | $1K | $18 | $1K | 1.9% | 1 |
| JENNIE B CRAIG | FULTON, MS | AFLAC | $1K | $39 | $1K | 1.8% | 1 |
| JOSEPH ARTHUR STENNETT | BOONEVILLE, MS | AFLAC | $516 | $0 | $516 | 0.9% | 1 |
| LESLIE ANNE CARPENTER | NETTLETON, MS | AFLAC | $177 | $0 | $177 | 0.3% | 1 |
| ANNA THOMPSON | SANTA ROSA BEACH, FL | AFLAC | $127 | $0 | $127 | 0.2% | 1 |
| JOHN R BRASEL | MOOREVILLE, MS | AFLAC | $74 | $9 | $83 | 0.1% | 1 |
| VALERIE D HOOD | BELDEN, MS | AFLAC | $74 | $9 | $83 | 0.1% | 1 |
| LAURA SOLOMON | PLANTERSVILLE, MS | AFLAC | $68 | $0 | $68 | 0.1% | 1 |
| MEGAN HOPE BOOTHE | IUKA, MS | AFLAC | $63 | $0 | $63 | 0.1% | 1 |
| JOSHUA L CLINE | RICHLAND, MS | AFLAC | $55 | $0 | $55 | 0.1% | 1 |
| DAWN T WOOD | MANTACHIE, MS | AFLAC | $47 | $0 | $47 | 0.1% | 1 |
| BENNY W STENNETT | CORINTH, MS | AFLAC | $43 | $0 | $43 | 0.1% | 1 |
| CYNTHIA D BURROUGHS | NETTLETON, MS | AFLAC | $28 | $0 | $28 | 0.0% | 1 |
| GRETA L STOCKTON | FULTON, MS | AFLAC | $26 | $0 | $26 | 0.0% | 1 |
| AMANDA B TUTOR | SALTILLO, MS | AFLAC | $20 | $0 | $20 | 0.0% | 1 |
| CHRISTY W FISHER | BALDWYN, MS | AFLAC | $18 | $0 | $18 | 0.0% | 1 |
| JOHN D KEYS | MADISON, MS | AFLAC | $16 | $0 | $16 | 0.0% | 1 |
| EMILY L PHIFER | TISHOMINGO, MS | AFLAC | $11 | $0 | $11 | 0.0% | 1 |
| GREGORY J WEEKS | RIDGELAND, MS | AFLAC | $9 | $0 | $9 | 0.0% | 1 |
| CHRISTIAN ANDRE LEVERN | BRANTON, MS | AFLAC | $5 | $0 | $5 | 0.0% | 1 |
| PETER B WILKINSON JR | WOLFFORTH, TX | AFLAC | $2 | $0 | $2 | 0.0% | 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