Plan Ledger DOL Form 5500 · updated monthly

Charter School Associates, Inc.benefits

Charter School Associates, Inc. Health and Welfare Plan · CORAL SPRINGS, FL · plan year 2024

Broker compensation reported · 2024
$364,411

Charter School Associates, Inc.'s benefits plans covered 1,273 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $364,411 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $286 per covered person, above the median for employer plans that report broker pay. Broker pay rose 5.2% from $346,550 in 2023.

Insurance contracts · 20242
UNITEDHEALTHCARE INSURANCE COMPANY · health dental vision hmopremiums n/a · 1,831 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 1,273 covered
Brokers & agents paid · 20243
WHIPPLE AND COMPANY, INC.$347,043 · incl $256,274 fees
PLANSOURCE BEN ADMINISTRATION, INC.$13,671 · incl $13,671 fees
ALERA GROUP, INC.$3,697 · incl $3,697 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 311819379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.