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Original filing (PDF)20251015151541NAL0006740640001
CHESAPEAKE EMPLOYERS' INSURANCE COMPANY
Form 5500
FILING_RECEIVED
CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
252
Accounts w/ balance
403
Plan assets (EOY)
$25.4M
Net assets (EOY)
$25.4M
How this plan invests
This plan
137 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHESAPEAKE EMPLOYERS' INSURANCE COMPANY.
Plan sponsor
Name
CHESAPEAKE EMPLOYERS' INSURANCE COMPANY
EIN
46-1056754
Address
8722 LOCH RAVEN BOULEVARD · TOWSON, MD · 21286
Phone
(800) 264-4943
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JOHNSON LAMBERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4177100 | — | NONE | $11K | — |
| NATIONWIDE | 46-1056754 | — | NONE | $9K | — |
| PROACCOUNT | 73-0988442 | — | NONE | $6K | — |
| NATIONWIDE | 31-4177100 | — | — | $6K | — |
| NATIONWIDE | 31-4177100 | — | — | $5K | — |
Investments
121 direct securities· $25.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vngrd Gr Indx Adml Mutual Fund | — | — | — | $2.1M | 8.1% | |
| Vngrd Trgt Rtrmt 2025 Inv Mutual Fund | — | — | — | $1.9M | 7.6% | |
| Vngrd Trgt Rtrmt 2035 Inv Mutual Fund | — | — | — | $1.6M | 6.3% | |
| Vngrd Trgt Rtrmt 2030 Inv Mutual Fund | — | — | — | $1.6M | 6.2% | |
| Vngrd 500 Index Fd As Mutual Fund | — | — | — | $1.4M | 5.6% | |
| Vngrd Trgt Rtrmt 2055 Inv Mutual Fund | — | — | — | $1.4M | 5.5% | |
| Vngrd Trgt Rtrmt 2045 Inv Mutual Fund | — | — | — | $1.2M | 4.9% | |
| Baron Ptnrs Inst + Mutual Fund | — | — | — | $1.2M | 4.9% | |
| Parnassus Cor Eq Inst Mutual Fund | — | — | — | $1.0M | 4.0% | |
| Vngrd Trgt Rtrmt 2050 Inv Mutual Fund | — | — | — | $979K | 3.9% | |
| Nationwide Fixed Select Option Group annuity contract | — | — | — | $966K | 3.8% | |
| Vngrd Trgt Rtrmt 2020 Inv Mutual Fund | — | — | — | $912K | 3.6% | |
| Vngrd Val Indx Adml Mutual Fund | — | — | — | $848K | 3.3% | |
| Vngrd Trgt Rtrmt 2040 Inv Mutual Fund | — | — | — | $720K | 2.8% | |
| AMFDS GR FD AM R6 POOLED SEPARATE ACCOUNT | — | — | — | $695K | 2.7% | |
| Vngrd Smcap Gr Indx Adml Mutual Fund | — | — | — | $473K | 1.9% | |
| Vngrd Trgt Rtrmt Inc Mutual Fund | — | — | — | $334K | 1.3% | |
| Fed Hrms Prudnt Bear Inst + Mutual Fund ** 25 Fid 500 Indx Mutual Fund | — | — | — | $287K | 1.1% | |
| Amfds Wshngtn Mut Inv R6 Mutual Fund | — | — | — | $261K | 1.0% | |
| Trowepr Smcap Val Mutual Fund | — | — | — | $255K | 1.0% | |
| Vngrd Mdcap Gr Indx Adml Mutual Fund | — | — | — | $238K | 0.9% | |
| Nw Loomis Allcap Gr R6 Mutual Fund | — | — | — | $223K | 0.9% | |
| Vngrd Extnd Mkt Indx Adml Mutual Fund | — | — | — | $192K | 0.8% | |
| Vngrd Smcap Val Indx Adml Mutual Fund | — | — | — | $189K | 0.7% | |
| Amfds Europacfc Gr R6 Mutual Fund | — | — | — | $178K | 0.7% | |
| Fnkln Ris Divd Adv Mutual Fund | — | — | — | $159K | 0.6% | |
| Vngrd Realest Indx Adml Mutual Fund | — | — | — | $156K | 0.6% | |
| Gdmnscs Gqgptnrintloppr R6 Mutual Fund | — | — | — | $152K | 0.6% | |
| Jpm Lgcap Gr R6 Mutual Fund | — | — | — | $144K | 0.6% | |
| DODGECOX INTL STK CLASS I POOLED SEPARATE ACCOUNT | — | — | — | $142K | 0.6% | |
| Dodge & Cox International Stock Fund Class I Mutual Fund | — | — | — | $142K | 0.6% | |
| Avantis U.S. Large Cap Value Fund Mutual Fund | — | — | — | $139K | 0.5% | |
| AVNTS US LGCAP VAL INST POOLED SEPARATE ACCOUNT | — | — | — | $139K | 0.5% | |
| Vngrd Ttl Stmkt Indx Fd As Mutual Fund | — | — | — | $134K | 0.5% | |
| Vngrd Euro Stk Indx Adml Mutual Fund | — | — | — | $127K | 0.5% | |
| Fid Intl Indx Mutual Fund | — | — | — | $122K | 0.5% | |
| JPM EQ INC R5 POOLED SEPARATE ACCOUNT | — | — | — | $117K | 0.5% | |
| Touchstone Non-Us Equity Fund Class Y Mutual Fund | — | — | — | $117K | 0.5% | |
| Dfa Emrg Mkts Core Eq 2 Portfolio Inst Mutual Fund | — | — | — | $101K | 0.4% | |
| Pimco Ttl Rtn Inst Mutual Fund | — | — | — | $90K | 0.4% | |
| Blkrk Advtg Smcap Gr Inst + Mutual Fund ** 188 Blackrock High Yield Portfolio Class K Mutual Fund | — | — | — | $85K | 0.3% | |
| Vngrd Mdcap Val Indx Adml Mutual Fund | — | — | — | $83K | 0.3% | |
| Pgim Ttl Rtn Bd R6 Mutual Fund | — | — | — | $81K | 0.3% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund | — | — | — | $77K | 0.3% | |
| Trowepr Fin Svc Mutual Fund | — | — | — | $74K | 0.3% | |
| Prncpl Glbl Realest R6 Mutual Fund | — | — | — | $71K | 0.3% | |
| VIC SYC ESTBLSHD VAL I POOLED SEPARATE ACCOUNT | — | — | — | $70K | 0.3% | |
| Victory Sycamore Established Value Fund - Class I Mutual Fund | — | — | — | $70K | 0.3% | |
| FID US BD INDX POOLED SEPARATE ACCOUNT | — | — | — | $69K | 0.3% | |
| Dfa Glbl Realest Sec Inst Mutual Fund ** 1 Dfa Us Lgcap Val Inst + Mutual Fund ** 30 Diamond Hill Mdcap I Mutual Fund | — | — | — | $67K | 0.3% | |
| Blkrk Mdcap Gr Eq Inst + Mutual Fund | — | — | — | $59K | 0.2% | |
| Bnymel Bd Mkt Indx I Mutual Fund | — | — | — | $57K | 0.2% | |
| Mfs Ttl Rtn R4 Mutual Fund | — | — | — | $55K | 0.2% | |
| Vngrd Explr Adml Mutual Fund | — | — | — | $55K | 0.2% | |
| Pimco Real Rtn Inst Mutual Fund | — | — | — | $52K | 0.2% | |
| Fnklntmp Glbl Bd Adv Mutual Fund | — | — | — | $48K | 0.2% | |
| Pimcocomdyrealrtnstratinst Mutual Fund | — | — | — | $47K | 0.2% | |
| Clvrt Soc Indx I Mutual Fund | — | — | — | $38K | 0.2% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund | — | — | — | $38K | 0.1% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class Mutual Fund | — | — | — | $38K | 0.1% | |
| AVNTS US SMCAP VAL INST POOLED SEPARATE ACCOUNT | — | — | — | $38K | 0.1% | |
| Blkrk Ttl Rtn K Mutual Fund | — | — | — | $36K | 0.1% | |
| Tchstn Ultrshrtdurfxdinc A Mutual Fund | — | — | — | $33K | 0.1% | |
| Col Sel Lgcap Gr Inst2 + Mutual Fund | — | — | — | $28K | 0.1% | |
| AVNTS EMRG MKT EQ INST POOLED SEPARATE ACCOUNT | — | — | — | $25K | <0.1% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund | — | — | — | $25K | <0.1% | |
| TROWEPR COMM TECH POOLED SEPARATE ACCOUNT | — | — | — | $24K | <0.1% | |
| Nyli Epoch U.S. Equity Yld Fnd - Class I Mutual Fund | — | — | — | $20K | <0.1% | |
| Brown Advisory Sustainable Growth Fund - Institutional Shares + Mutual Fund | — | — | — | $20K | <0.1% | |
| BRWNADV SUSTNBL GR INST POOLED SEPARATE ACCOUNT | — | — | — | $20K | <0.1% | |
| EATON VANCE ATLANTA CAPITAL SMID-CAP FUN POOLED SEPARATE ACCOUNT | — | — | — | $20K | <0.1% | |
| Leggm Clrbrdg Sel I + Mutual Fund | — | — | — | $20K | <0.1% | |
| Nw Smcap Indx R6 Mutual Fund | — | — | — | $19K | <0.1% | |
| Vngrd Trgt Rtrmt 2065 Inv Mutual Fund | — | — | — | $19K | <0.1% | |
| Mfs Mdcap Gr R6 Mutual Fund | — | — | — | $16K | <0.1% | |
| Emerald Gr Inst Mutual Fund | — | — | — | $15K | <0.1% | |
| Trowepr Hlth Scnc + Mutual Fund | — | — | — | $15K | <0.1% | |
| Blkrk Strat Inc Oppr I + Mutual Fund | — | — | — | $15K | <0.1% | |
| Vngrd Ttl Bnd Mkt Ldx Adm + Mutual Fund | — | — | — | $14K | <0.1% | |
| Vngrd Hlth Care Adml + Mutual Fund | — | — | — | $14K | <0.1% | |
| Legal & General Commodity Strategy Fund - Institutional Shares Mutual Fund | — | — | — | $13K | <0.1% | |
| Jnshndrsn Glbltech Innov N + Mutual Fund | — | — | — | $11K | <0.1% | |
| AB GLBL BD Z POOLED SEPARATE ACCOUNT | — | — | — | $8K | <0.1% | |
| American Beacon International Equity Fund Class R5 + Mutual Fund ** 7 Ab Global Bond Fund Class Z Mutual Fund | — | — | — | $8K | <0.1% | |
| Fed Hrms Intl Eq Inst Mutual Fund | — | — | — | $7K | <0.1% | |
| Tchstn Sands Cap Sel Gr I + Mutual Fund | — | — | — | $7K | <0.1% | |
| Msif Inst Gr I + Mutual Fund | — | — | — | $7K | <0.1% | |
| Invsco Enrgy R5 + Mutual Fund | — | — | — | $6K | <0.1% | |
| Trowepr Scnc Tech + Mutual Fund | — | — | — | $6K | <0.1% | |
| Gdmnscs Comdty Strat Inst + Mutual Fund | — | — | — | $5K | <0.1% | |
| Bnymel Smmdcap Gr I + Mutual Fund | — | — | — | $5K | <0.1% | |
| Trowepr New Era + Mutual Fund | — | — | — | $5K | <0.1% | |
| Pub-Amcent Eq Gr Inst Mutual Fund | — | — | — | $5K | <0.1% | |
| Vaneck Intl Inv Gold Inst + Mutual Fund | — | — | — | $4K | <0.1% | |
| Vngrd Hi Yld Corp Adml + Mutual Fund | — | — | — | $4K | <0.1% | |
| Vngrd Hlth Care Inv + Mutual Fund | — | — | — | $4K | <0.1% | |
| Vngrd Enrgy Indx Adml + Mutual Fund | — | — | — | $4K | <0.1% | |
| Msif Disc I + Mutual Fund | — | — | — | $4K | <0.1% | |
| Invsco Goldspecmnrls Y + Mutual Fund | — | — | — | $4K | <0.1% | |
| Trowepr Ovrseas Stk + Mutual Fund | — | — | — | $4K | <0.1% | |
| Amfds Glbl Bal R6 Mutual Fund | — | — | — | $4K | <0.1% | |
| Prudntl Jnisn Util Z + Mutual Fund | — | — | — | $4K | <0.1% | |
| Davis Realest Y + Mutual Fund | — | — | — | $3K | <0.1% | |
| Invsco Glbl Oppr Y + Mutual Fund | — | — | — | $3K | <0.1% | |
| Fnkln Util Ser Adv + Mutual Fund | — | — | — | $3K | <0.1% | |
| Emerald Bk Fin Inst + Mutual Fund | — | — | — | $3K | <0.1% | |
| Fnkln Gold Prec Mtls Adv + Mutual Fund | — | — | — | $3K | <0.1% | |
| Vngrd Glbl Cap Cyc Inv + Mutual Fund | — | — | — | $3K | <0.1% | |
| VIRTUS ALLNZGI TECH INST POOLED SEPARATE ACCOUNT | — | — | — | $3K | <0.1% | |
| Macquarie Climate Solutions Fund - CI R6 + Mutual Fund | — | — | — | $2K | <0.1% | |
| Vngrd Enrgy Adml + Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidadv Bio Inst + Mutual Fund | — | — | — | $2K | <0.1% | |
| Victory Nasdaq-100 Index Fund R6 Shares + Mutual Fund | — | — | — | $2K | <0.1% | |
| Msif Incptn I + Mutual Fund | — | — | — | $2K | <0.1% | |
| Baron Oppr Inst + Mutual Fund | — | — | — | $2K | <0.1% | |
| Vngrd Fin Indx Adml + Mutual Fund | — | — | — | $2K | <0.1% | |
| Davis Fin Y + Mutual Fund | — | — | — | $2K | <0.1% | |
| Baron Disc Inst + Mutual Fund | — | — | — | $1K | <0.1% | |
| Fidadv China Reg Inst + Mutual Fund | — | — | — | $1K | <0.1% | |
| Vngrd Comdty Strat Adml + Mutual Fund | — | — | — | $1K | <0.1% | |
| Thmpsn Bd + Mutual Fund | — | — | — | $1K | <0.1% |