CharterShield School Benefits Trust

The CharterShield School Benefits Trust is a group health insurance plan designed exclusively for
CSDC Members.

Administered by Marsh & McLennan Agency, the CharterShield School Benefits Trust is an exclusive employee benefits program that provides CSDC Member schools with unique plan options at exceptional rates. Lines of coverage include medical, dental, vision, life, long-term disability and short-term disability.

Trust Features

Trust features include

  • preferred plan options and pricing;
  • composite rates for employers of all sizes;
  • simplified administration (one invoice and one point of contact for all plans within the Trust);
  • a full range of consulting services across employee benefits, compensation, and retirements services; and
  • a complete suite of online wellness services.

Services Included At No Additional Cost

Services included at no additional cost include

  • online enrollment;
  • COBRA administration;
  • consolidated billing;
  • employers group HR support services;
  • ERISA attorney and compliance support;
  • Insurance Advocates by Marsh & McLennan Agency;
  • in-house actuarial and underwriting services; and
  • benefits communication support.

Upcoming Webinar

If you and your colleagues are sorting through the numerous changes affecting the healthcare landscape or are seeking a better sense of the options available to your school, we encourage you to register for the upcoming CharterShield Health Benefits Trust webinar:

CharterShield Webinar
Thursday, August 17, 2017
11:00AM – 12:00PM PDT

The webinar will be presented by Marsh & McLennan’s experienced consultant, Julia Arant, who will help attendees understand the challenges charter schools are facing within the healthcare industry, as well as how CharterShield is alleviating some of these concerns.

During the webinar, Julia will discuss the following:

  • Important trends in healthcare
  • Specific healthcare changes at the state and federal levels
  • How “Trump Care” and the California single-payer initiative could potentially impact California charter schools
  • The instability of carriers in the health marketplace
  • How CharterShield can provide a cost-effective, stable platform from which to offer employee benefits to your teachers and staff

Additional Information

For additional information regarding CharterShield, please contact:

Pedro Reyes
Principal/Practice Group Leader
Marsh & McLennan Agency
(858) 587-7159


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