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Sponsor portfolioWelfare / HealthEIN 47-3201366
CHARTER MANAGEMENT SERVICES, LLC
3131 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108
6194192287
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
384
No prior year
Total participants
192
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 | $1.7M | 84.1% | |
| Dental | $127K | 6.2% | |
| Vision | $127K | 6.2% | |
| Long-term disability | $30K | 1.5% | |
| Other | $21K | 1.1% | |
| Life | $18K | 0.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.7M | 90.6% | 1 | 1 | 235 |
EIN 066033492 | DV | $127K | 6.7% | 1 | 1 | 220 |
EIN 350472300 | LTD | $30K | 1.6% | 1 | 1 | 172 |
EIN 060838648 | LOth | $18K | 1.0% | 1 | 1 | 384 |
EIN 363739783 | Oth | $3K | 0.2% | 1 | 1 | 101 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ACRISURE LLC | LYNNWOOD, WA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, AETNA LIFE INSURANCE COMPANY | $102K | $206 | $102K | 97.7% | 1 |
| GROUP BENEFITS LTD | URBANDALE, IA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT | $0 | $2K | $2K | 2.3% | 1 |
History & trajectory
2 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