Plan Ledger DOL Form 5500 · updated monthly

Charter Management Services, LLCbenefits

Charter Management Services, LLC Health and Welfare Benefit Plan · SAN DIEGO, CA · plan year 2025

Broker compensation reported · 2025
$104,307

Charter Management Services, LLC's benefits plans covered 192 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $104,307 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $543 per covered person, in the top quarter of employer plans that report broker pay. Brokers were paid 25.9x the $4,031 reported for 2024.

Insurance contracts · 20255
AETNA LIFE INSURANCE COMPANY · dental visionpremiums n/a · 220 covered
COMPSYCH CORPORATIONpremiums n/a · 101 covered
HARTFORD LIFE AND ACCIDENT · lifepremiums n/a · 384 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 172 covered
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 235 covered
Brokers & agents paid · 20254
ACRISURE LLC$12,966 · incl $206 fees
GROUP BENEFITS LTD$2,409 · incl $2,409 fees
Also brokered by Acrisure5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 473201366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.