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  2. CHAMBERS & OWEN, INC.
Sponsor portfolio

CHAMBERS & OWEN, INC.

EIN 39-1285594-Latest filing 2025
Plans
3
Retirement
2
$43.1M assets
Welfare
1
$241K premiums
Participants
497
PO BOX 2348 - JANESVILLE, WI 53547608-752-7865chambers-owen.comLinkedIn51-200 employees
Plans on this EIN
3 filings
#001401k-$33.0M - 133 part#002401k-$10.1M - 141 part#501Mixed-$241K - 213 lives

Retirement portfolio analytics

2 plans aggregated / $43.1M assets / 274 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • OWEN, INC. 401(K) (#001)77%
  • 401(K) UNION PLAN (#002)23%
Total $43.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $43.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) UNION PLAN (#002)141
  • OWEN, INC. 401(K) (#001)133
Total 274Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY48%
  • DELTA DENTAL OF CALIFORNIA46%
  • SUPERIOR DENTAL CARE6%
Total $241K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HAUSMANN GROUP INC99%
  • FREITAG-ATKINSON AGENCY, INC.1%
Total $28K2 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

CHAMBERS & OWEN, INC. 401(K) PLAN

401k

Assets$33.0M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

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

401k

Assets$10.1M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHAMBERS & OWEN GROUP BENEFIT PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$241K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHAMBERS & OWEN, INC. 401(K) PLAN401k$33.0M1332024
002CHAMBERS & OWEN, INC. 401(K) UNION PLAN401k$10.1M1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHAMBERS & OWEN GROUP BENEFIT PLANMixedDELTA DENTAL OF WISCONSIN$241K2132025
Retirement plans
Welfare plans
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