Plan Ledger DOL Form 5500 · updated monthly

Charter HR, Inc.benefits

Charter HR, Inc. Employee Benefit Plan · ALEXANDER CITY, AL · plan year 2025

Broker compensation reported · 2025
$4,119

Charter HR, Inc.'s benefits plans covered 1,458 active participants in 2025, providing health · life · dental · vision. Insurance premiums totaled $2,736,524. Insurance brokers and agents were paid $4,119 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 0.2% of premiums. That is $3 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 99% from $296,328 in 2024.

Insurance contracts · 20252
BLUE CROSS AND BLUE SHIELD OF ALABAMA · health drug dental vision ppo$2.7M · 793 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life$41K · 1,004 covered
Brokers & agents paid · 20252
CHARTER HR BENEFIT SOLUTIONS, INC.$3,295
Individual agent · names withheld$824

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 273214766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.