Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$421K
- Dental$303K
- Vision$303K
- Life$219K
- Long-term disability$219K
- Other$219K
Sponsor portfolio
CHARMS LLC
EIN 36-4119865ManufacturingLatest filing 2024
Plans
2
Retirement
1
$35.6M assets
Welfare
1
$943K premiums
Participants
506
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $943K premiums / 545 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- HM LIFE INSURANCE COMPANY45%
- METROPOLITAN LIFE INSURANCE COMPANY32%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA23%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
CHARMS EMPLOYEES RETIREMENT AND SAVINGS PLAN
401k
Assets$35.6M
Participants506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARMS COMPANY WELFARE PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$943K
Covered lives545
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | CHARMS EMPLOYEES RETIREMENT AND SAVINGS PLAN | 401k | $35.6M | 506 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARMS COMPANY WELFARE PLAN | Mixed | HM LIFE INSURANCE COMPANY | $943K | 545 | 2024 |
Retirement plans
Welfare plans