Form 5500 · Employee benefit plan · OXFORD, MS
CHARTRE SERVICES, LLC
CHARTRE SERVICES, LLC of OXFORD, MS files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THOMAS G MONTGOMERY. Coverage is written through BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI and 3 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-2706902 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI | Health | 123 | October | $29,750 |
| AFLAC | — | 91 | October | $10,231 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 117 | October | $9,740 |
| GULF GUARANTY LIFE INSURANCE COMPANY | Health | 97 | October | $8,288 |
Questions
Who is CHARTRE SERVICES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CHARTRE SERVICES, LLC's broker of record is THOMAS G MONTGOMERY.
What insurance carrier does CHARTRE SERVICES, LLC use?
CHARTRE SERVICES, LLC's benefit plan is written through BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI, among 4 disclosed carriers.
When does CHARTRE SERVICES, LLC's group plan renew?
The most recent Schedule A policy period for CHARTRE SERVICES, LLC ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CHARTRE SERVICES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.