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  2. Chambers & Owen, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Chambers & Owen, Inc.

EIN 39-1285594-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$48.4M assets
Health & Benefits
1
$241K premiums
Participants
476
1733 MORSE STREET - JANESVILLE, WI 53545608-752-7865chambers-owen.comLinkedIn51-200 employees
Plans on this EIN
3 filings
#001401(k)-$37.0M - 129 part#002401(k)-$11.4M - 124 part#501Mixed-$241K - 213 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $48.4M assets / 253 participants

Assets by plan

Share of aggregate retirement assets

  • OWEN, INC. 401(K) (#001)$37.0M
  • 401(K) UNION PLAN (#002)$11.4M
Total $48.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ONEAMERICA RETIREMENT SERVICES LLC$48.4M
Total $48.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • OWEN, INC. 401(K) (#001)129
  • 401(K) UNION PLAN (#002)124
Total 253Select a row to open it

Benefits portfolio analytics

1 plan / $241K premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$110K
  • Life$52K
  • Long-term disability$46K
  • Other$26K
  • Vision$15K
  • Short-term disability$7K
Total $241K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CHAMBERS & OWEN, INC. 401(K) PLAN

401(k)

Assets$37.0M
Participants129
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CHAMBERS & OWEN, INC. 401(K) UNION PLAN

401(k)

Assets$11.4M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CHAMBERS & OWEN GROUP BENEFIT PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$241K
Covered lives213
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHAMBERS & OWEN, INC. 401(K) PLAN401(k)$37.0M1292025
#002CHAMBERS & OWEN, INC. 401(K) UNION PLAN401(k)$11.4M1242025
  • CHAMBERS & OWEN, INC. 401(K) PLAN$37.0M
    #001 · 401(k) · 2025129
  • CHAMBERS & OWEN, INC. 401(K) UNION PLAN$11.4M
    #002 · 401(k) · 2025124

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CHAMBERS & OWEN GROUP BENEFIT PLANMixedDELTA DENTAL OF WISCONSIN$241K2132025
  • CHAMBERS & OWEN GROUP BENEFIT PLAN$241K
    #501 · Mixed · DELTA DENTAL OF WISCONSIN · 2025213
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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