Form 5500 · Employee benefit plan · BOZEMAN, MT
CHARLIE HEALTH, INC.
Public Form 5500 records show how CHARLIE HEALTH, INC. of BOZEMAN, MT, a health care and social assistance employer, structures its employee benefits. Its broker of record is SEQUOIA BENEFITS & INS SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-4582670 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 1,208 people.
Reported premium across the insured contracts is $10,031,893, with $525,949 in disclosed broker commissions — about 5.2% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
SEQUOIA BENEFITS & INS SERVICES LLC is the broker of record on all 2 contracts.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 1,208 | December | $8,732,259 | $436,613 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 1,163 | December | $1,299,634 | $89,336 |
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