PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHALMERS & KUBECK, INC.
Sponsor portfolio

CHALMERS & KUBECK, INC.

EIN 23-1573156-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$29.4M assets
Welfare
1
$194K premiums
Participants
444
150 COMMERCE DRIVE - ASTON, PA 19014610-494-4300candk.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#003401k-$29.4M - 269 part#503Mixed-$194K - 163 lives

Benefits portfolio analytics

1 plan / $194K premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$141K
  • Short-term disability$141K
  • Other$141K
  • Dental$53K
Total $194K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA73%
  • AETNA LIFE INSURANCE COMPANY21%
  • UNITED CONCORDIA INSURANCE COMPANY6%
Total $194K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • CONNER STRONG & BUCKELEW93%
  • ROGERS BENEFIT GROUP INC6%
  • USI INSURANCE SERVICES LLC1%
Total $20K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CHALMERS & KUBECK, INC. 401(K) PLAN

401k

Assets$29.4M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CHALMERS & KUBECK, INC. GROUP HEALTH PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$194K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CHALMERS & KUBECK, INC. 401(K) PLAN401k$29.4M2692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CHALMERS & KUBECK, INC. GROUP HEALTH PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$194K1632025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica