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Sponsor portfolioWelfare / HealthEIN 55-0118850

BANK OF CHARLES TOWN

P.O. BOX 906 · CHARLES TOWN, WV 254140906
3047258431
Plans filed
1
Years active
2019–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
168
No prior year
Total participants
129
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.1M
BANK OF CHARLES TOWN WRAP BENEFIT PLAN
Fully insured168 covered·2 carriers
Primary: HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.0M43.6%
Dental$1.0M43.6%
Vision$76K3.2%
Life$76K3.2%
Long-term disability$76K3.2%
Other$76K3.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 550624615
HD
$1.0M93.2%11168
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
VLLTDOth
$76K6.8%11127

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCBETHESDA, MDHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$44K$5K$49K100.0%1

History & trajectory

7 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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