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Form 5500 · Employee benefit plan · CORAL SPRINGS, FL

CHARTER SCHOOL ASSOCIATES, INC.

CHARTER SCHOOL ASSOCIATES, INC. of CORAL SPRINGS, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WHIPPLE AND COMPANY. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-1819379 · plan 502 · as of Jul 2026

Participants
1,336
Carriers on file
2
Disclosed commissions
$90,769
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability1,273June$48,647
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision1,831June$42,122

Questions

Who is CHARTER SCHOOL ASSOCIATES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, CHARTER SCHOOL ASSOCIATES, INC.'s broker of record is WHIPPLE AND COMPANY.

What insurance carrier does CHARTER SCHOOL ASSOCIATES, INC. use?

CHARTER SCHOOL ASSOCIATES, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does CHARTER SCHOOL ASSOCIATES, INC.'s group plan renew?

The most recent Schedule A policy period for CHARTER SCHOOL ASSOCIATES, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

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