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Original filing (PDF)20251014202711NAL0004902048001
CHARON SHARED SERVICES, LLC
Form 5500
FILING_RECEIVED
CHARON SHARED SERVICES, LLC WELFARE BENEFITS TRUST
Health & welfare plan
Signals · 2
~2081 bps in Sched C feesNo recordkeeper disclosed
Active participants
393
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2081 bps in Schedule C fees — 3902% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARON SHARED SERVICES, LLC.
Plan sponsor
Name
CHARON SHARED SERVICES, LLC
EIN
81-4226414
Address
1710 SOUTH 70TH ST · LINCOLN, NE · 68506
Phone
(402) 484-9015
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | CLAIMS PROCESSING | $281K | — |
| CENTIVO T HOLDINGS, LLC | 59-1031071 | — | NONE | $38K | — |
| EXPRESS SCRIPTS, INC. | — | ST. LOUIS, MO | NONE | $27K | — |
| GALLAGHER BENEFIT SERVICES, INC. | — | CHICAGO, IL | NONE | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.