Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$170K
- Vision$86K
- Life$84K
- Short-term disability$84K
- Long-term disability$84K
- +1 more
Filings through .
Charles Products Inc.
EIN 83-2466543wholesaleLatest filing 2025
Plans
2
Retirement
1
$6.7M assets
Health & Benefits
1
$1.2M premiums
Participants
364
12290 WILKINS AVE - ROCKVILLE, MD 20852301-881-1966charlesproducts.comLinkedIn51-200 employeeswholesale
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 / $1.2M premiums / 158 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHARLES PRODUCTS INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$6.7M
Participants203
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHARLES PRODUCTS, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives158
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHARLES PRODUCTS INC. 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $6.7M | 203 | 2025 |
- #001 · 401(k) · 2025203
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHARLES PRODUCTS, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 158 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025158
Retirement plans
Health & Benefits plans