PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CHA CONSULTING, INC.
Sponsor portfolio

CHA CONSULTING, INC.

EIN 16-0966259-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$268.3M assets
Welfare
1
$3.5M premiums
Participants
4,470
3 WINNERS CIRCLE, SUITE 100 - ALBANY, NY 12205518-453-4500chasolutions.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$268.3M - 2,592 part#501Mixed-$3.5M - 1,849 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 1,849 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.5M
  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Dental$1.5M
  • Vision$1.5M
Total $3.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSHALL & STERLING EMPLOYEE BENEFI99%
  • GALLAGHER BENEFIT SERVICES, INC.1%
Total $370K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN

401k

Assets$268.3M
Participants2,592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHA CONSULTING, INC. HEALTH AND WELFARE EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$3.5M
Covered lives1,849
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN401k$268.3M2,5922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHA CONSULTING, INC. HEALTH AND WELFARE EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$3.5M1,8492025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica