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Sponsor portfolioWelfare / HealthEIN 23-2659499

CHATHAM FINANCIAL CORP.

235 WHITEHORSE LANE · KENNETT SQUARE, PA 19348
6109253132
Plans filed
3
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.1M
No prior year
Persons covered
857
No prior year
Total participants
595
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #530$2.4M
CHATHAM FINANCIAL CORP. FLEXIBLE BENEFITS PLAN
Mixed608 covered·2 carriers
Primary: INDEPENDENT BLUE CROSS
Plan #502$1.1M
CHATHAM FINANCIAL CORP. HEALTH & WELFARE BENEFITS PLAN
Mixed857 covered·5 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$96K
CHATHAM FINANCIAL CORP. WELFARE BENEFIT PLAN
Fully insured347 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$597K21.7%
Life$553K20.2%
Short-term disability$553K20.2%
Long-term disability$553K20.2%
Dental$430K15.7%
Vision$59K2.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDLTDOth
$592K54.6%12595
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$430K39.6%11846
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$59K5.4%11857
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$5K0.4%11595

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TRIBEN INSURANCE SOLUTIONS INCMEDIA, PAUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$91K$13K$104K66.1%1
GALLAGHER BENEFIT SERVICES, INC.RADNOR, PAMETROPOLITAN LIFE INSURANCE COMPANY, FEDERAL INSURANCE COMPANY$45K$7K$52K32.8%1
UNKNOWNKENNETT SQUARE, PAFIDELITY SECURITY LIFE INSURANCE$2K$0$2K1.1%1

History & trajectory

11 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
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