PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHARDAM GEAR CO.
Sponsor portfolio

CHARDAM GEAR CO.

EIN 38-2599660-aviation & aerospace-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$2.2M premiums
Participants
274
40805 MOUND ROAD - STERLING HEIGHTS, MI 48310586-795-8900chardam.comLinkedIn51-200 employeesaviation & aerospace
Plans on this EIN
2 filings
#001401k-$11.8M - 150 part#501Fully Insured-$2.2M - 273 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Other$114K
  • Dental$110K
  • Life$110K
Total $2.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • HEALTH ALLIANCE PLAN61%
  • ALLIANCE HEALTH AND LIFE INSURANCE COMPANY34%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • CARE OF SOUTHEASTERN MICHIGAN0%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • THE ASCEND GROUP P.L.L.C.52%
  • MARSH & MCLENNAN AGENCY LLC44%
  • PROFESSIONAL GROUP PLANS INC5%
Total $60K3 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

CHARDAM GEAR COMPANY, INC. 401(K) PLAN

401k

Assets$11.8M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARDAM GEAR CO. HEALTH WELFARE BENEFIT PLAN

Fully Insured - HEALTH ALLIANCE PLAN

Premiums$2.2M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARDAM GEAR COMPANY, INC. 401(K) PLAN401k$11.8M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARDAM GEAR CO. HEALTH WELFARE BENEFIT PLANFully InsuredHEALTH ALLIANCE PLAN$2.2M2732025
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