PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHATHAM SERVICE BUREAU, INC.
Sponsor portfolio

CHATHAM SERVICE BUREAU, INC.

EIN 58-0958295-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$57.3M assets
Welfare
1
$1.6M premiums
Participants
826
100 RIVERVIEW DRIVE SUITE 301 - SAVANNAH, GA 31404912-447-7000
Plans on this EIN
2 filings
#001401k-$57.3M - 448 part#505Mixed-$1.6M - 525 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 525 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$972K
  • Other$426K
  • Life$406K
  • Short-term disability$325K
  • Long-term disability$325K
  • Dental$217K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • SYMETRA LIFE INSURANCE COMPANY59%
  • HARTFORD LIFE AND ACCIDENT21%
  • DELTA DENTAL OF CALIFORNIA13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • EYEMED VISION CARE2%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • USI INSURANCE SERVICES LLC93%
  • WILSON EMPLOYEE BENEFITS EDUCATION2%
  • LISA A PERRI2%
  • M.E. WILSON COMPANY, LLC1%
  • JOYCE HERNDON-GARVIN1%
  • +3 more
Total $148K8 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

BRADLEY/DIXIE COMPANIES RETIREMENT PLAN

401k

Assets$57.3M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

BRADLEY DIXIE COMPANIES FLEXIBLE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRADLEY/DIXIE COMPANIES RETIREMENT PLAN401k$57.3M4482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505BRADLEY DIXIE COMPANIES FLEXIBLE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.6M5252024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica