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
Filings through .
Charms LLC
EIN 36-4119865ManufacturingLatest filing 2025
Plans
2
Retirement
1
$38.5M assets
Health & Benefits
1
$943K premiums
Participants
481
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $943K premiums / 545 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
CHARMS EMPLOYEES RETIREMENT AND SAVINGS PLAN
401(k)
Assets$38.5M
Participants481
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHARMS COMPANY WELFARE PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$943K
Covered lives545
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | CHARMS EMPLOYEES RETIREMENT AND SAVINGS PLAN | 401(k) | $38.5M | 481 | 2025 |
- #005 · 401(k) · 2025481
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHARMS COMPANY WELFARE PLAN | Mixed | HM LIFE INSURANCE COMPANY | $943K | 545 | 2024 |
- #501 · Mixed · HM LIFE INSURANCE COMPANY · 2024545
Retirement plans
Health & Benefits plans