Plan Ledger DOL Form 5500 · updated monthly

Charlesbank Capital Partners, LLCbenefits

Charlesbank Capital Partners, LLC Health and Welfare Benefits Plan · BOSTON, MA · plan year 2024

Broker compensation reported · 2024
$85,198

Charlesbank Capital Partners, LLC's benefits plans covered 176 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $2,750,013. Insurance brokers and agents were paid $85,198 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.1% of premiums. That is $484 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 7.1% from $79,557 in 2023.

Insurance contracts · 20244
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS · health$2.8M · 360 covered
UNUM INSURANCE COMPANY · life std ltdpremiums n/a · 176 covered
VISION SERVICE PLAN · visionpremiums n/a · 66 covered
Brokers & agents paid · 20243
DIGITAL INSURANCE INC$60,111 · incl $16,600 fees
DIGITAL INSURANCE INC.$24,974 · incl $2,638 fees
DIGITAL INSURANCE LLC$113 · incl $113 fees
Also brokered by Digital Insurance Inc5
Commure, Inc. CA$350,750
Formagrid, Inc. CA$345,762

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 043419769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.