Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Charon Shared Services, LLC Welfare Benefits Trust is a benefit plan reported by Charon Shared Services, LLC under EIN 81-4226414 and plan number 504. The latest loaded filing year is 2023. The filing reports 376 participants and $892,252 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $892,252
- Total liabilities (EOY)
- $1,123,856
- Net assets (EOY)
- -$231,604
- Net assets (BOY)
- $482,360
Income & contributions
- Employer contributions
- $5,010,964
- Participant contributions
- $1,126,385
- Total contributions
- $6,139,138
- Total income / additions
- $6,139,138
Expenses & distributions
- Benefits paid
- $6,610,827
- Administrative expenses
- $242,275
- Total expenses
- $6,853,102
- Net increase / (decrease)
- -$713,964