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Form 5500 · Employee benefit plan · CHARLESTON, WV

CHILDREN'S HOME SOCIETY OF WEST VIRGINIA, INC.

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.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 55-0360199 · plan 505 · as of Aug 2026

Participants
433
Carriers on file
2
Disclosed commissions
$21,355
Renewal month
March

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

CarrierBenefitsCoveredRenewsPremiumCommission
COLONIAL LIFE & ACCIDENT INSURANCE COMPANYHealth, Life, Disability106March$58,080$12,517
CITIZENS SECURITY LIFE INSURANCE COMPANYDental, Vision309March$94,577$8,838

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