Form 5500 · Employee benefit plan · BOZEMAN, MT
CHARLIE HEALTH, INC.
CHARLIE HEALTH, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 1,208 | December | $436,613 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 1,163 | December | $89,336 |
Questions
Who is CHARLIE HEALTH, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CHARLIE HEALTH, INC.'s broker of record is SEQUOIA BENEFITS & INS SERVICES LLC.
What insurance carrier does CHARLIE HEALTH, INC. use?
CHARLIE HEALTH, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does CHARLIE HEALTH, INC.'s group plan renew?
The most recent Schedule A policy period for CHARLIE HEALTH, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CHARLIE HEALTH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.