PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CHADWICK-BAROSS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 01-0143440

CHADWICK-BAROSS, INC.

160 WARREN AVE. · WESTBROOK, ME 04092
2078546309
Plans filed
1
Years active
2015–2024
Industry
NAICS 42
Latest filing
2024
Total premiums (latest)
$398K
No prior year
Persons covered
0
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$398K
CHADWICK BAROSS WELFARE PLAN
Mixed0 covered·2 carriers
Primary: HM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$254K60.9%
Dental$69K16.6%
Long-term disability$30K7.2%
Short-term disability$19K4.5%
Life$19K4.5%
Other$19K4.5%
Vision$8K1.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$254K63.7%110
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DVLSTDLTDOth
$145K36.3%160

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSOCIATED AGENCIES, INCROLLING MEADOWS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HM LIFE INSURANCE COMPANY$55K$2K$57K78.3%1
GIS BENEFITS INCMORRIS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$9K$9K12.2%1
BOON CHAPMAN BENEFIT ADMINISTRATORSAUSTIN, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$7K$7K9.5%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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