Form 5500 · Employee benefit plan · NORWALK, CT
CHARTER BROKERAGE, LLC
CHARTER BROKERAGE, LLC of NORWALK, CT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USCA INSURANCE AGENCY LLC. Coverage is written through PRINCIPAL LIFE 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 05-0562792 · plan 004 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 224 | December | $51,264 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 224 | December | $1,216 |
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 USCA INSURANCE AGENCY LLC.
What insurance carrier does CHARTER BROKERAGE, LLC use?
CHARTER BROKERAGE, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, 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.