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Sponsor portfolio

THE CHARTWELL LAW OFFICE, L.L.P.

EIN 26-0019118-law practice-Latest filing 2025
Plans
2
Retirement
1
$52.1M assets
Welfare
1
$5.0M premiums
Participants
1,066
700 AMERICAN AVE, SUITE 303 - KING OF PRUSSIA, PA 19406610-666-7700chartwelllaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$52.1M - 570 part#505Fully Insured-$5.0M - 884 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 884 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Dental$4.7M
  • Vision$4.7M
  • Prescription drug$4.7M
  • Life$326K
  • Short-term disability$326K
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
Total $5.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • IMG0%
Total $15K2 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

CHARTWELL LAW OFFICES, L.L.P. 401(K) PROFIT SHARING PLAN

401k

Assets$52.1M
Participants570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE CHARTWELL LAW OFFICE, L.L.P. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.0M
Covered lives884
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARTWELL LAW OFFICES, L.L.P. 401(K) PROFIT SHARING PLAN401k$52.1M5702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE CHARTWELL LAW OFFICE, L.L.P. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.0M8842025
Retirement plans
Welfare plans
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