Form 5500 · Retirement plan · CHARLOTTE, NC
CHARTER COMMUNICATIONS, INC.
The filing calls this plan CHARTER COMMUNICATIONS, INC. DEFINED CONTRIBUTION PLANS MASTER TRUST.
CHARTER COMMUNICATIONS, INC. of CHARLOTTE, NC files a Form 5500 for its retirement plan. Schedule A discloses 10 annuity or guaranteed-interest contracts held by the plan, written by AMERICAN GENERAL LIFE INSURANCE COMPANY and 9 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-1496755 · plan 101 · plan year 2024, filed Oct 13, 2025
Plan brief
Schedule A lists 10 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN GENERAL LIFE INSURANCE COMPANY.
The contracts held $384,731,194 at the end of the plan year, as reported on Schedule A.
The filing discloses no agent commission on these contracts.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| AMERICAN GENERAL LIFE INSURANCE COMPANY | Annuity / GIC | 18,061 | December | $40,215,159 | $0 |
| JPMORGAN CHASE BANK, N.A. | Annuity / GIC | 18,061 | December | $63,038,414 | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Annuity / GIC | 18,061 | December | $24,474,450 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Annuity / GIC | 18,061 | December | $40,453,988 | $0 |
| NATIONWIDE LIFE INSURANCE COMPANY | Annuity / GIC | 18,061 | December | $49,717,085 | $0 |
| PACIFIC LIFE INSURANCE COMPANY | Annuity / GIC | 18,061 | December | $42,027,091 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Annuity / GIC | 18,061 | December | $48,899,405 | $0 |
| STATE STREET BANK AND TRUST COMPANY | Annuity / GIC | 18,061 | December | $33,253,153 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 18,061 | December | — | $0 |
| TRANSAMERICA PREMIER LIFE INSURANCE COMPANY | Annuity / GIC | 18,061 | December | $42,652,449 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
Other plans filed by this employer
More employer plans in North Carolina — largest plans, brokers, carriers and renewal months.