Civic Intelligence

The Chartis Group LLC

Plan context: Chartis Group LLC 401(K) Plan

EIN 36-4450952 • Cohasset, MA • 33 filings • 9 plans

20 Bow StCohasset, MA 02025-1330
Current Snapshot

Latest Year

2024

2024 Participants

947

2024 Assets

$158,543,369

2024 Contributions

$33,104,589

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$158,543,369$79,271,685$0200320152024YearValue
$158,543,369Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

9474740200320152024YearValue
947Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242947$158,543,369$33,104,589$34,957iApproximate average salary by contribution assumption: employee only about $873,933 at 4% or $582,622 at 6%; with 50% employer match about $582,622 at 4% or $388,415 at 6%; with 100% employer match about $436,967 at 4% or $291,311 at 6%.
Chartis Group LLC 401(K) Plan-947$158,543,369$33,104,589$34,957iApproximate average salary by contribution assumption: employee only about $873,933 at 4% or $582,622 at 6%; with 50% employer match about $582,622 at 4% or $388,415 at 6%; with 100% employer match about $436,967 at 4% or $291,311 at 6%.
The Chartis Group LLC Welfare Benefits Plan-941---
20232759$114,904,471$23,731,950$31,267iApproximate average salary by contribution assumption: employee only about $781,685 at 4% or $521,123 at 6%; with 50% employer match about $521,123 at 4% or $347,415 at 6%; with 100% employer match about $390,842 at 4% or $260,562 at 6%.
Chartis Group LLC 401(K) Plan-759$114,904,471$23,731,950$31,267iApproximate average salary by contribution assumption: employee only about $781,685 at 4% or $521,123 at 6%; with 50% employer match about $521,123 at 4% or $347,415 at 6%; with 100% employer match about $390,842 at 4% or $260,562 at 6%.
The Chartis Group LLC Welfare Benefits Plan-753---
20222628$83,108,754$17,071,245$27,184iApproximate average salary by contribution assumption: employee only about $679,588 at 4% or $453,059 at 6%; with 50% employer match about $453,059 at 4% or $302,039 at 6%; with 100% employer match about $339,794 at 4% or $226,529 at 6%.
Chartis Group LLC 401(K) Plan-628$83,108,754$17,071,245$27,184iApproximate average salary by contribution assumption: employee only about $679,588 at 4% or $453,059 at 6%; with 50% employer match about $453,059 at 4% or $302,039 at 6%; with 100% employer match about $339,794 at 4% or $226,529 at 6%.
The Chartis Group LLC Welfare Benefits Plan-617---
20212495$87,772,208$15,401,986$31,115iApproximate average salary by contribution assumption: employee only about $777,878 at 4% or $518,585 at 6%; with 50% employer match about $518,585 at 4% or $345,724 at 6%; with 100% employer match about $388,939 at 4% or $259,293 at 6%.
Chartis Group LLC 401(K) Plan-495$87,772,208$15,401,986$31,115iApproximate average salary by contribution assumption: employee only about $777,878 at 4% or $518,585 at 6%; with 50% employer match about $518,585 at 4% or $345,724 at 6%; with 100% employer match about $388,939 at 4% or $259,293 at 6%.
The Chartis Group LLC Welfare Benefits Plan-492---
20202477$67,790,165$13,726,006$28,776iApproximate average salary by contribution assumption: employee only about $719,392 at 4% or $479,595 at 6%; with 50% employer match about $479,595 at 4% or $319,730 at 6%; with 100% employer match about $359,696 at 4% or $239,797 at 6%.
Chartis Group LLC 401(K) Plan-477$67,790,165$13,726,006$28,776iApproximate average salary by contribution assumption: employee only about $719,392 at 4% or $479,595 at 6%; with 50% employer match about $479,595 at 4% or $319,730 at 6%; with 100% employer match about $359,696 at 4% or $239,797 at 6%.
The Chartis Group LLC Welfare Benefits Plan-356---
20192451$50,039,741$8,244,501$18,280iApproximate average salary by contribution assumption: employee only about $457,012 at 4% or $304,675 at 6%; with 50% employer match about $304,675 at 4% or $203,117 at 6%; with 100% employer match about $228,506 at 4% or $152,337 at 6%.
Chartis Group LLC 401(K) Plan-451$50,039,741$8,244,501$18,280iApproximate average salary by contribution assumption: employee only about $457,012 at 4% or $304,675 at 6%; with 50% employer match about $304,675 at 4% or $203,117 at 6%; with 100% employer match about $228,506 at 4% or $152,337 at 6%.
The Chartis Group LLC Welfare Benefits Plan-377---
20182348$35,958,537$8,901,108$25,578iApproximate average salary by contribution assumption: employee only about $639,447 at 4% or $426,298 at 6%; with 50% employer match about $426,298 at 4% or $284,199 at 6%; with 100% employer match about $319,724 at 4% or $213,149 at 6%.
Chartis Group LLC 401(K) Plan-347$35,958,537$8,901,108$25,652iApproximate average salary by contribution assumption: employee only about $641,290 at 4% or $427,527 at 6%; with 50% employer match about $427,527 at 4% or $285,018 at 6%; with 100% employer match about $320,645 at 4% or $213,763 at 6%.
The Chartis Group LLC Welfare Benefits Plan-348---
20172318$32,120,263$6,343,274$19,947iApproximate average salary by contribution assumption: employee only about $498,685 at 4% or $332,457 at 6%; with 50% employer match about $332,457 at 4% or $221,638 at 6%; with 100% employer match about $249,343 at 4% or $166,228 at 6%.
Chartis Group LLC 401(K) Plan-314$32,120,263$6,343,274$20,202iApproximate average salary by contribution assumption: employee only about $505,038 at 4% or $336,692 at 6%; with 50% employer match about $336,692 at 4% or $224,461 at 6%; with 100% employer match about $252,519 at 4% or $168,346 at 6%.
The Chartis Group LLC Welfare Benefits Plan-318---
20162322$23,302,392$7,238,983$22,481iApproximate average salary by contribution assumption: employee only about $562,033 at 4% or $374,689 at 6%; with 50% employer match about $374,689 at 4% or $249,792 at 6%; with 100% employer match about $281,016 at 4% or $187,344 at 6%.
Chartis Group LLC 401(K) Plan-320$23,302,392$7,238,983$22,622iApproximate average salary by contribution assumption: employee only about $565,546 at 4% or $377,030 at 6%; with 50% employer match about $377,030 at 4% or $251,354 at 6%; with 100% employer match about $282,773 at 4% or $188,515 at 6%.
The Chartis Group LLC Welfare Benefits Plan-322---
20154274$15,401,865$8,779,795$32,043iApproximate average salary by contribution assumption: employee only about $801,076 at 4% or $534,051 at 6%; with 50% employer match about $534,051 at 4% or $356,034 at 6%; with 100% employer match about $400,538 at 4% or $267,025 at 6%.
Chartis Group LLC 401(K) Plan-274$15,401,865$8,779,795$32,043iApproximate average salary by contribution assumption: employee only about $801,076 at 4% or $534,051 at 6%; with 50% employer match about $534,051 at 4% or $356,034 at 6%; with 100% employer match about $400,538 at 4% or $267,025 at 6%.
THE CHARTIS GROUP LLC MEDICAL BENEFITS PLAN-0---
The Chartis Group LLC Welfare Benefits Plan-195---
THE CHARTIS GROUP LLC GROUP VISION BENEFITS PLAN-0---
20141122$7,252,964$2,115,488$17,340iApproximate average salary by contribution assumption: employee only about $433,502 at 4% or $289,001 at 6%; with 50% employer match about $289,001 at 4% or $192,667 at 6%; with 100% employer match about $216,751 at 4% or $144,501 at 6%.
Chartis Group LLC 401(K) Plan-122$7,252,964$2,115,488$17,340iApproximate average salary by contribution assumption: employee only about $433,502 at 4% or $289,001 at 6%; with 50% employer match about $289,001 at 4% or $192,667 at 6%; with 100% employer match about $216,751 at 4% or $144,501 at 6%.
2013277$10,567,674$2,083,690$27,061iApproximate average salary by contribution assumption: employee only about $676,523 at 4% or $451,015 at 6%; with 50% employer match about $451,015 at 4% or $300,677 at 6%; with 100% employer match about $338,261 at 4% or $225,508 at 6%.
Chartis Group LLC 401(K) Plan-77$5,283,837$1,041,845$13,530iApproximate average salary by contribution assumption: employee only about $338,261 at 4% or $225,508 at 6%; with 50% employer match about $225,508 at 4% or $150,338 at 6%; with 100% employer match about $169,131 at 4% or $112,754 at 6%.
Chartis Group LLC 401(K) Plan-77$5,283,837$1,041,845$13,530iApproximate average salary by contribution assumption: employee only about $338,261 at 4% or $225,508 at 6%; with 50% employer match about $225,508 at 4% or $150,338 at 6%; with 100% employer match about $169,131 at 4% or $112,754 at 6%.
2012160$3,907,877$763,672$12,728iApproximate average salary by contribution assumption: employee only about $318,197 at 4% or $212,131 at 6%; with 50% employer match about $212,131 at 4% or $141,421 at 6%; with 100% employer match about $159,098 at 4% or $106,066 at 6%.
Chartis Group LLC 401(K) Plan-60$3,907,877$763,672$12,728iApproximate average salary by contribution assumption: employee only about $318,197 at 4% or $212,131 at 6%; with 50% employer match about $212,131 at 4% or $141,421 at 6%; with 100% employer match about $159,098 at 4% or $106,066 at 6%.
2011153$2,976,592$571,889$10,790iApproximate average salary by contribution assumption: employee only about $269,759 at 4% or $179,839 at 6%; with 50% employer match about $179,839 at 4% or $119,893 at 6%; with 100% employer match about $134,879 at 4% or $89,920 at 6%.
Chartis Group LLC 401(K) Plan-53$2,976,592$571,889$10,790iApproximate average salary by contribution assumption: employee only about $269,759 at 4% or $179,839 at 6%; with 50% employer match about $179,839 at 4% or $119,893 at 6%; with 100% employer match about $134,879 at 4% or $89,920 at 6%.
2010148$2,584,519$610,008$12,709iApproximate average salary by contribution assumption: employee only about $317,713 at 4% or $211,808 at 6%; with 50% employer match about $211,808 at 4% or $141,206 at 6%; with 100% employer match about $158,856 at 4% or $105,904 at 6%.
Chartis Group LLC 401(K) Plan-48$2,584,519$610,008$12,709iApproximate average salary by contribution assumption: employee only about $317,713 at 4% or $211,808 at 6%; with 50% employer match about $211,808 at 4% or $141,206 at 6%; with 100% employer match about $158,856 at 4% or $105,904 at 6%.
2009140$1,828,813$511,484$12,787iApproximate average salary by contribution assumption: employee only about $319,678 at 4% or $213,118 at 6%; with 50% employer match about $213,118 at 4% or $142,079 at 6%; with 100% employer match about $159,839 at 4% or $106,559 at 6%.
Chartis Group LLC 401(K) Plan-40$1,828,813$511,484$12,787iApproximate average salary by contribution assumption: employee only about $319,678 at 4% or $213,118 at 6%; with 50% employer match about $213,118 at 4% or $142,079 at 6%; with 100% employer match about $159,839 at 4% or $106,559 at 6%.
2007137$1,203,322$401,351$10,847iApproximate average salary by contribution assumption: employee only about $271,183 at 4% or $180,789 at 6%; with 50% employer match about $180,789 at 4% or $120,526 at 6%; with 100% employer match about $135,592 at 4% or $90,394 at 6%.
Chartis Group LLC 401(K) Plan-37$1,203,322$401,351$10,847iApproximate average salary by contribution assumption: employee only about $271,183 at 4% or $180,789 at 6%; with 50% employer match about $180,789 at 4% or $120,526 at 6%; with 100% employer match about $135,592 at 4% or $90,394 at 6%.
2005132$491,550$213,062$6,658iApproximate average salary by contribution assumption: employee only about $166,455 at 4% or $110,970 at 6%; with 50% employer match about $110,970 at 4% or $73,980 at 6%; with 100% employer match about $83,227 at 4% or $55,485 at 6%.
Chartis Group LLC 401(K) Plan-32$491,550$213,062$6,658iApproximate average salary by contribution assumption: employee only about $166,455 at 4% or $110,970 at 6%; with 50% employer match about $110,970 at 4% or $73,980 at 6%; with 100% employer match about $83,227 at 4% or $55,485 at 6%.
2004123$258,519$197,444$8,585iApproximate average salary by contribution assumption: employee only about $214,613 at 4% or $143,075 at 6%; with 50% employer match about $143,075 at 4% or $95,384 at 6%; with 100% employer match about $107,307 at 4% or $71,538 at 6%.
Chartis Group LLC 401(K) Plan-23$258,519$197,444$8,585iApproximate average salary by contribution assumption: employee only about $214,613 at 4% or $143,075 at 6%; with 50% employer match about $143,075 at 4% or $95,384 at 6%; with 100% employer match about $107,307 at 4% or $71,538 at 6%.
2003113$36,978$36,000$2,769iApproximate average salary by contribution assumption: employee only about $69,231 at 4% or $46,154 at 6%; with 50% employer match about $46,154 at 4% or $30,769 at 6%; with 100% employer match about $34,615 at 4% or $23,077 at 6%.
Chartis Group LLC 401(K) Plan-13$36,978$36,000$2,769iApproximate average salary by contribution assumption: employee only about $69,231 at 4% or $46,154 at 6%; with 50% employer match about $46,154 at 4% or $30,769 at 6%; with 100% employer match about $34,615 at 4% or $23,077 at 6%.