Form 5500 · Employee benefit plan · PUNTA GORDA, FL
CHARLOTTE BEHAVIORAL HEALTH, INC.
CHARLOTTE BEHAVIORAL HEALTH, INC. of PUNTA GORDA, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-1234922 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Stop-loss | 130 | October | $33,187 |
| THE GUARDIAN LIFE INSURANCE COMPANY | Dental, Vision, Life | 208 | October | $20,560 |
| MERITAIN HEALTH | Health | 130 | October | $0 |
Questions
Who is CHARLOTTE BEHAVIORAL HEALTH, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CHARLOTTE BEHAVIORAL HEALTH, INC.'s broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does CHARLOTTE BEHAVIORAL HEALTH, INC. use?
CHARLOTTE BEHAVIORAL HEALTH, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does CHARLOTTE BEHAVIORAL HEALTH, INC.'s group plan renew?
The most recent Schedule A policy period for CHARLOTTE BEHAVIORAL HEALTH, INC. ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CHARLOTTE BEHAVIORAL HEALTH, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.