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Sponsor portfolioWelfare / HealthEIN 47-3019794

CHARTER NEXT GENERATION, INC.

300 NORTH LASALLE DRIVE · CHICAGO, IL 60654
5672091317
Plans filed
1
Years active
2021–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
3,620
No prior year
Total participants
2,486
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN
Mixed3,620 covered·2 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$888K29.9%
Long-term disability$888K29.9%
Other$888K29.9%
Vision$303K10.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$888K74.5%112,455
EYEMED VISION CARE
EIN 430949844
V
$303K25.5%113,620

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDOMAHA, NELINCOLN NATIONAL LIFE INSURANCE COMPANY$39K$23K$62K99.6%1
USI INSURANCE SERVICES LLCVIRGINAI BEACH, VAEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$225$0$2250.4%1

History & trajectory

5 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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