Original filing (PDF)20250702100701NAL0032624274001

Chartwell Insurance Services, Inc.

Name: Chartwell Insurance Services, Inc. — Chartwell, Form 5500 (2024)
Creator: Chartwell Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartwell Insurance Services, Inc. 401(k) Plan

401(k) retirement plan · Chartwell Insurance Services, Inc.'s Chartwell Insurance Services, Inc. 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Chartwell Insurance Services, Inc.'s EIN is 36-4407635.

EIN 36-4407635

Plan number 002

Plan year 2024

ACK ID 20250702100701NAL0032624274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chartwell Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chartwell Insurance Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARTWELL INSURANCE SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CHARTWELL INSURANCE SERVICES, INC.

EIN

all filings

Address

1034 N. ASHLAND · CHICAGO, IL · 60622

Phone

(312) 645-1200

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-30

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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Chartwell Insurance Services, Inc.

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