Form 5500 · Employee benefit plan · CHICAGO, IL
CHARMS LLC
Public Form 5500 records show how CHARMS LLC (CHICAGO, IL) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4119865 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 545 | December | $9,729 |
| HM LIFE INSURANCE COMPANY | Stop-loss | 456 | December | $0 |
| METLIFE INC. | Dental, Vision | 479 | December | $0 |
Questions
Who is CHARMS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CHARMS LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does CHARMS LLC use?
CHARMS LLC's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 3 disclosed carriers.
When does CHARMS LLC's group plan renew?
The most recent Schedule A policy period for CHARMS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CHARMS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.