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Sponsor portfolio

JEFFREY CHAIN, LP

EIN 36-4064692-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$12.2M assets
Welfare
1
$336K premiums
Participants
420
2307 MADEN DRIVE - MORRISTOWN, TN 37813423-586-1951LinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$12.2M - 250 part#501Mixed-$336K - 170 lives

Benefits portfolio analytics

1 plan / $336K premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$227K
  • Vision$221K
  • Life$221K
  • Short-term disability$221K
  • Long-term disability$221K
  • Dental$108K
Total $336K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $336K1 slice

Broker market share

Schedule A broker compensation

Split broker
67%top
  • THE BALDWIN GROUP WEST LLC67%
  • BALDWIN KRYSTYN SHERMAN PARTNERS33%
Total $55K2 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

JEFFREY CHAIN, L.P. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$12.2M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEFFREY CHAIN, LP HEALTH AND BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$336K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEFFREY CHAIN, L.P. 401(K) RETIREMENT SAVINGS PLAN401k$12.2M2502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEFFREY CHAIN, LP HEALTH AND BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$336K1702025
Retirement plans
Welfare plans
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