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  2. CHARTER MANUFACTURING COMPANY, INC.
Sponsor portfolioTH

CHARTER MANUFACTURING COMPANY, INC.

EIN 39-1138388-consumer goods-Latest filing 2024
Plans
2
Retirement
1
$503.3M assets
Welfare
1
$1.7M premiums
Participants
5,247
12121 CORPORATE PARKWAY - MEQUON, WI 53092262-243-4727chartermfg.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$503.3M - 2,894 part#501Mixed-$1.7M - 2,363 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 2,363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Life$1.4M
  • Long-term disability$1.4M
  • Vision$276K
Total $1.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA80%
  • VISION SERVICE PLAN16%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA2%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • WILLIS TOWERS WATSON US LLC88%
  • AON CONSULTING INC11%
  • IMG1%
Total $45K3 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

CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN

401k

Assets$503.3M
Participants2,894
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARTER MANUFACTURING HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.7M
Covered lives2,363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN401k$503.3M2,8942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARTER MANUFACTURING HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.7M2,3632024
Retirement plans
Welfare plans
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