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Sponsor portfolio

CHISHOLM CHISHOLM & KILPATRICK, LTD.

EIN 27-4459831-law practice-Latest filing 2025
Plans
2
Retirement
1
$16.9M assets
Welfare
1
$2.2M premiums
Participants
593
321 S. MAIN STREET, SUITE 200 - PROVIDENCE, RI 02903401-331-6300cck-law.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$16.9M - 311 part#501Fully Insured-$2.2M - 339 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$177K
  • Long-term disability$86K
  • Life$30K
  • Vision$28K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • DELTA DENTAL OF CALIFORNIA7%
  • NORTHWESTERN MUTUAL5%
  • VISION SERVICE PLAN1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • USI INSURANCE SERVICES LLC76%
  • JEREMY FRYE & ASSOCIATES INC19%
  • PETER J WARREN2%
  • RUSSO GROUP LLC2%
  • TIMOTHY G MCCAHAN2%
Total $106K5 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

CHISHOLM CHISHOLM & KILPATRICK 401(K) PLAN

401k

Assets$16.9M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHISHOLM CHISHOLM & KILPATRICK WELFARE WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$2.2M
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHISHOLM CHISHOLM & KILPATRICK 401(K) PLAN401k$16.9M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHISHOLM CHISHOLM & KILPATRICK WELFARE WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$2.2M3392025
Retirement plans
Welfare plans
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