The CharterShield School Benefits Trust program has grown steadily since launching in 2015, now providing benefits to multiple member schools at reduced rates. The trust has saved member schools over $635,000 in annual medical premium costs, around 17.4% in savings. Additional value-added benefits provided to members are worth over $226,000, and the total medical premium in the trust has reached $3.7 million with enrollment from several new member schools and employees over the past six months.

1. MONTHLY UPDATE
March 2016
OVERVIEW
Developed in partnership with the Charter Schools Development Center (CSDC), the CharterShield School
Benefits Trust, administered by Barney & Barney, is an exclusive program for member schools and was
designed to entice the best and brightest education institutions with a robust benefits offering.
The program has grown steadily since its launch in spring of 2015, adding member companies regularly and
providing better rates for more eligible employees.
CHARTERSHIELD “BY THE NUMBERS”
VALUE ADDED BENEFITS!
Value of Additional Benefits for Member Companies = $226,548
Additional Services at No Cost to Members Include PlanSource Online Benefits
Administration, Wellness, COBRA Administration & Employers Group Membership
REAL NUMBERS!
Since inception, CharterShield has saved Member Schools
$635,431 in annual medical premium. 17.4%!
The total medical premium in the Trust has reached $3.7 Million!
# of Member Companies
from past 6 months
# of Enrolled Employees
from past 6 months
www.barneyandbarney.com/chartershield-trust-program.html