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.

Helpful CharterShield Resources

Additional Information

For additional information regarding CharterShield, please contact:

Pedro Reyes
Principal/Practice Group Leader
Marsh & McLennan Agency
(858) 587-7161


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