Plan Snapshot
- Plan Sponsor: Charter Communications, INC.
- Sponsor EIN: 841496755
- Sponsor Address: 7820 CRESCENT EXECUTIVE DRIVE, CHARLOTTE, NC, 28217
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 90,702
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 90,702 | $0 | $0 | $0 |
| 2023 | 97,782 | $0 | $0 | $0 |
| 2022 | 96,512 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HEALTHY ALLLIANCE LIFE INS CO | Investment Advisor | $50,173,337 | — | $50,173,337 |
| EYEMED | Other Service Provider | $10,672,095 | — | $10,672,095 |
| CVS PHARMACY, INC | Other Service Provider | $4,128,815 | — | $4,128,815 |
| DELTA DENTAL OF MISSOURI | Other Service Provider | $1,787,199 | — | $1,787,199 |
| COMPSYCH CORPORATION | Other Service Provider | $1,270,577 | — | $1,270,577 |
| MARATHON HEALTH | Recordkeeper | $1,218,460 | — | $1,218,460 |
| HAWAII-WESTERN MANAGEMENT GROUP | Recordkeeper | $332,035 | — | $332,035 |
| VISION SERVICE PLAN | Recordkeeper | $168,330 | — | $168,330 |
| HAWAII DENTAL SERVICE | Other Service Provider | $110,146 | — | $110,146 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEALTHY ALLLIANCE LIFE INS CO — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,860,994
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |