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CHARTWELL INSURANCE SERVICES, INC.

Company Details

Entity Name: CHARTWELL INSURANCE SERVICES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 30 Jan 2001
Company Number: CORP_61473688
File Number: 61473688
Type of Business: Insurance and/or real estate agencies and brokers
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN 2023 364407635 2024-07-23 CHARTWELL INSURANCE SERVICES, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622
CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN 2023 364407635 2024-07-23 CHARTWELL INSURANCE SERVICES, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622
CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN 2022 364407635 2023-07-28 CHARTWELL INSURANCE SERVICES, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622
CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN 2022 364407635 2023-07-28 CHARTWELL INSURANCE SERVICES, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622
CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN 2021 364407635 2022-08-10 CHARTWELL INSURANCE SERVICES, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622
CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN 2021 364407635 2022-08-10 CHARTWELL INSURANCE SERVICES, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622
CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN 2020 364407635 2021-09-29 CHARTWELL INSURANCE SERVICES, INC. 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622
CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN 2020 364407635 2021-09-29 CHARTWELL INSURANCE SERVICES, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622
CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN 2019 364407635 2020-10-08 CHARTWELL INSURANCE SERVICES, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622
CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN 2019 364407635 2020-10-08 CHARTWELL INSURANCE SERVICES, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 522294
Sponsor’s telephone number 3126451200
Plan sponsor’s address 1034 N. ASHLAND, CHICAGO, IL, 60622

Agent

Name and Address Role Appointment Date
LESLEE M COHEN, 600 W JACKSON BLVD STE 100, CHICAGO, 60661, COOK-NOT IN CITY OF CHICAGO Agent 2024-10-17

President

Name and Address Role
REBECCA KORACH 1034 N ASHLANDAVE CHICAGO IL, 60622 President

Secretary

Name and Address Role
PETER WOAN 1034 N ASHLAND AVECHICAGO IL, 60622 Secretary

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 500 500000 No data
COMMON B No data Voting Rights 500 500000 No data

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State