Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$281K
- Vision$281K
- Life$281K
- Long-term disability$281K
- Other$281K
Sponsor portfolio
CHARTWELL OPERATIONS LLC
EIN 46-5273721Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$281K premiums
Participants
534
77 BRENNER DRIVE - CONGERS, NY 10920845-268-5000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $281K premiums / 238 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- CENTERSTONE INSURANCE AND FINANCIAL100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARTWELL OPERATIONS LLC MULTIPLE EMPLOYER 401(K) PLAN
401k
Assets$7.2M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHARTWELL OPERATIONS, LLC GROUP HEALTH PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$281K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTWELL OPERATIONS LLC MULTIPLE EMPLOYER 401(K) PLAN | 401k | $7.2M | 296 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARTWELL OPERATIONS, LLC GROUP HEALTH PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $281K | 238 | 2025 |
Retirement plans
Welfare plans