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Sponsor portfolioTH

CHADWICK-BAROSS, INC.

EIN 01-0143440-construction-Latest filing 2025
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$398K premiums
Participants
253
160 WARREN AVE. - WESTBROOK, ME 04092207-907-9387chadwick-baross.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$21.1M - 253 part#501Mixed-$398K - 0 lives

Benefits portfolio analytics

1 plan / $398K premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$254K
  • Dental$69K
  • Long-term disability$30K
  • Short-term disability$19K
  • Life$19K
  • Other$19K
  • +1 more
Total $398K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • HM LIFE INSURANCE COMPANY64%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY36%
Total $398K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • ASSOCIATED AGENCIES, INC78%
  • GIS BENEFITS INC12%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS9%
Total $73K3 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

CHADWICK-BAROSS, INC. SAVINGS AND PROFIT SHARING PLAN

401k

Assets$21.1M
Participants253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHADWICK BAROSS WELFARE PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$398K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHADWICK-BAROSS, INC. SAVINGS AND PROFIT SHARING PLAN401k$21.1M2532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHADWICK BAROSS WELFARE PLANMixedHM LIFE INSURANCE COMPANY$398K02024
Retirement plans
Welfare plans
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