Form 5500 · Employee benefit plan · CHARLESTON, WV
CHILDREN'S HOME SOCIETY OF WEST VIRGINIA, INC.
The filing calls this plan CHILDREN'S HOME SOCIETY OF WEST VIRGINIA VOLUNTARY INSURANCE PLAN.
CHILDREN'S HOME SOCIETY OF WEST VIRGINIA, INC. of CHARLESTON, WV files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MUNDELL FINANCIAL GROUP. Coverage is written through CITIZENS SECURITY LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 55-0360199 · plan 505 · plan year 2025, filed Oct 23, 2025
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
4 other employer plans in West Virginia have policy years ending in March. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with CITIZENS SECURITY LIFE INSURANCE COMPANY, covers 309 people.
Reported premium across the insured contracts is $152,657, with $21,355 in disclosed broker commissions — about 14% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
MUNDELL FINANCIAL GROUP is the broker of record on all 2 contracts.
Two carriers split the book: CITIZENS SECURITY LIFE INSURANCE COMPANY and COLONIAL LIFE & ACCIDENT INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Health, Life, Disability | 106 | Apr 1, 2025 | $58,080 | $12,517 |
| CITIZENS SECURITY LIFE INSURANCE COMPANY | Dental, Vision | 309 | Apr 1, 2025 | $94,577 | $8,838 |
Premium and claims on this contract
CITIZENS SECURITY LIFE INSURANCE COMPANY, contract 13411. For the contract year on this filing, the carrier reported $94,577 in premium earned and $60,338 in claims incurred. Dividing one by the other gives 64%.
Only experience-rated contracts report these figures, so most filings leave them blank.
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. We publish company names only.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in West Virginia. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
4 other employer plans in West Virginia are April 1 renewals (policy year ends March).
Their policy years end in March, like this plan’s, so most renew April 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in West Virginia — largest plans, brokers, carriers and renewal months.