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Form 5500 · Employee benefit plan · KATY, TX

CHARTER BROKERAGE LLC

CHARTER BROKERAGE LLC of KATY, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 05-0562792 · plan 501 · as of Jul 2026

Participants
130
Carriers on file
2
Disclosed commissions
$89,646
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF TEXASHealth, Dental312December$88,287
DEARBORN LIFE INSURANCE COMPANYVision95December$1,359

Questions

Who is CHARTER BROKERAGE LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CHARTER BROKERAGE LLC's broker of record is GALLAGHER BENEFIT SERVICES, INC..

What insurance carrier does CHARTER BROKERAGE LLC use?

CHARTER BROKERAGE LLC's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 2 disclosed carriers.

When does CHARTER BROKERAGE LLC's group plan renew?

The most recent Schedule A policy period for CHARTER BROKERAGE LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CHARTER BROKERAGE LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.