Form 5500 · Employee benefit plan · MESA, AZ
CHARTER ONE, LLC
CHARTER ONE, LLC of MESA, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HONOR, TOWNSEND, & KENT, INC.. Coverage is written through JOHN HANCOCK LIFE INS CO and 9 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-3735558 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO | — | 3,298 | June | $43,150 |
| JOHN HANCOCK LIFE INS CO | — | 332 | June | $14,411 |
| JOHN HANCOCK LIFE INS CO | — | 328 | June | $2,097 |
| JOHN HANCOCK LIFE INS CO | — | 288 | June | $2,032 |
| JOHN HANCOCK LIFE INS CO | — | 165 | June | $1,868 |
| JOHN HANCOCK LIFE INS CO | — | 189 | June | $1,670 |
| JOHN HANCOCK LIFE INS CO | — | 197 | June | $1,537 |
| JOHN HANCOCK LIFE INS CO | — | 91 | June | $281 |
| JOHN HANCOCK LIFE INS CO | — | 18 | June | $254 |
| JOHN HANCOCK LIFE INS CO | — | 36 | June | $35 |
Questions
Who is CHARTER ONE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CHARTER ONE, LLC's broker of record is HONOR, TOWNSEND, & KENT, INC..
What insurance carrier does CHARTER ONE, LLC use?
CHARTER ONE, LLC's benefit plan is written through JOHN HANCOCK LIFE INS CO, among 10 disclosed carriers.
When does CHARTER ONE, LLC's group plan renew?
The most recent Schedule A policy period for CHARTER ONE, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CHARTER ONE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.