Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$597K
- Life$553K
- Short-term disability$553K
- Long-term disability$553K
- Dental$430K
- Vision$59K
Sponsor portfolio
CHATHAM FINANCIAL CORP.
EIN 23-2659499financial servicesLatest filing 2025
Plans
2
Retirement
1
$234.3M assets
Welfare
1
$1.1M premiums
Participants
1,535
235 WHITEHORSE LANE - KENNETT SQUARE, PA 19348610-925-3132chathamfinancial.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 857 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA55%
- METROPOLITAN LIFE INSURANCE COMPANY40%
- FIDELITY SECURITY LIFE INSURANCE COMPANY5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
66%top
- TRIBEN INSURANCE SOLUTIONS INC66%
- GALLAGHER BENEFIT SERVICES, INC.33%
- UNKNOWN1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHATHAM FINANCIAL CORPORATION 401(K) PLAN
401k
Assets$234.3M
Participants940
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CHATHAM FINANCIAL CORP. HEALTH & WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.1M
Covered lives857
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHATHAM FINANCIAL CORPORATION 401(K) PLAN | 401k | $234.3M | 940 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CHATHAM FINANCIAL CORP. HEALTH & WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.1M | 857 | 2025 |
Retirement plans
Welfare plans