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  2. CHADWELL SUPPLY, INC.
Sponsor portfolioTH

CHADWELL SUPPLY, INC.

EIN 26-0290810-wholesale-Latest filing 2025
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$4.0M premiums
Participants
4,894
5115 JOANNE KEARNEY BLVD - TAMPA, FL 33619813-315-3622chadwellsupply.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
2 filings
#001401k-$24.6M - 2,560 part#501Mixed-$4.0M - 2,334 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 2,334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.2M
  • Vision$2.2M
  • Life$2.2M
  • Short-term disability$2.2M
  • Long-term disability$2.2M
  • Other$2.2M
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA56%
  • RELIASTAR LIFE INSURANCE COMPANY44%
Total $4.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • THE BALDWIN GROUP WEST LLC69%
  • STEALTH PARTNER GROUP LLC15%
  • UMR, INC.9%
  • WATCHTOWER TECHNOLOGIES INC7%
Total $537K4 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

CHADWELL SUPPLY, INC. RETIREMENT SAVINGS PLAN

401k

Assets$24.6M
Participants2,560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHADWELL SUPPLY WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$4.0M
Covered lives2,334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHADWELL SUPPLY, INC. RETIREMENT SAVINGS PLAN401k$24.6M2,5602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHADWELL SUPPLY WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$4.0M2,3342025
Retirement plans
Welfare plans
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