401k Plan data: CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN plan

CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN 401k Plan overview

Plan Name	CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN
Plan identification number	501

CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

CHARTER NEXT GENERATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHARTER NEXT GENERATION, INC.

Employer identification number (EIN): 473019794

NAIC Classification: 326100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01 KIMBERLY K. JUDE 2023-10-09
501 2021-01-01 DAVID REHFELDT 2022-05-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-01-01	KIMBERLY K. JUDE	2023-10-09
501	2021-01-01	DAVID REHFELDT	2022-05-23

Plan Statistics for CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN

401k plan membership statisitcs for CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN

Measure Date Value
2022: CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,639
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,963
Number of retired or separated participants receiving benefits 2022-01-01 13
Number of other retired or separated participants entitled to future benefits 2022-01-01 70
Total of all active and inactive participants 2022-01-01 2,046
Number of employers contributing to the scheme 2022-01-01 0
2021: CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,536
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,616
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 458
Total of all active and inactive participants 2021-01-01 2,084
Number of employers contributing to the scheme 2021-01-01 0

Measure	Date	Value
2022: CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,639
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,963
Number of retired or separated participants receiving benefits	2022-01-01	13
Number of other retired or separated participants entitled to future benefits	2022-01-01	70
Total of all active and inactive participants	2022-01-01	2,046
Number of employers contributing to the scheme	2022-01-01	0
2021: CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,536
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,616
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	458
Total of all active and inactive participants	2021-01-01	2,084
Number of employers contributing to the scheme	2021-01-01	0

Form 5500 Responses for CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN

2022: CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: CHARTER NEXT GENERATION FLEXIBLE BENEFIT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	First time form 5500 has been submitted	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SA3890LF046601

Policy instance

Insurance contract or identification number	SA3890LF046601
Number of Individuals Covered	1963
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $25,050
Total amount of fees paid to insurance company	USD $24,896
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $647,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,050
Amount paid for insurance broker fees	24896
Additional information about fees paid to insurance broker	SUPPLEMENTAL COMPENSATION
Insurance broker organization code?	3

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

10308091001

Policy instance

Insurance contract or identification number	10308091001
Number of Individuals Covered	2783
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $16,851
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Welfare Benefit Premiums Paid to Carrier	USD $196,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,851
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

10308091001

Policy instance

Insurance contract or identification number	10308091001
Number of Individuals Covered	2303
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $16,339
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $164,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,339
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SA3890LF046601

Policy instance

Insurance contract or identification number	SA3890LF046601
Number of Individuals Covered	1644
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $16,249
Total amount of fees paid to insurance company	USD $19,264
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $445,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,249
Amount paid for insurance broker fees	19264
Additional information about fees paid to insurance broker	SUPPLEMENTAL COMPENSATION
Insurance broker organization code?	3

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Company Name:	CHARTER NEXT GENERATION, INC.
Employer identification number (EIN):	473019794
NAIC Classification:	326100