Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Dental$228K
- Life$52K
- Long-term disability$31K
- Vision$27K
- +2 more
Filings through .
Top hat
Roessler Chadwick Foundation
EIN 95-0615438e-learningLatest filing 2025
Plans
2
Retirement
1
$69.3M assets
Health & Benefits
1
$3.1M premiums
Participants
629
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $3.1M premiums / 388 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN
403(b)
Assets$69.3M
Participants448
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
ROESSLER CHADWICK FOUNDATION WRAP BENEFIT PLAN
Fully insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$3.1M
Covered lives388
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROESSLER CHADWICK FOUNDATION DBA CHADWICK SCHOOL RETIREMENT PLAN | 403(b) | $69.3M | 448 | 2025 |
- #001 · 403(b) · 2025448
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | ROESSLER CHADWICK FOUNDATION WRAP BENEFIT PLAN | Fully insured | CALIFORNIA PHYSICIANS' SERVICE | $3.1M | 388 | 2025 |
- #503 · Fully insured · CALIFORNIA PHYSICIANS' SERVICE · 2025388
Retirement plans
Health & Benefits plans