Chartwell Insurance Services, Inc

Form 5500

CHARTWELL INSURANCE SERVICES, INC.

1034 N. Ashland, Chicago, Il 60622 (312) 645-1200 EIN:36-4407635 Plan Admin:Rebecca Korach

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY11 / 12 Assets BOY/EOY$4,111,485 / $5,199,447	2023	CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002	11 / 12	$4,111,485 / $5,199,447
2023	Plan NameCHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY10 / 11 Assets BOY/EOY$453,972 / $652,860	2023	CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN - Plan #003	10 / 11	$453,972 / $652,860
2022	Plan NameCHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY11 / 11 Assets BOY/EOY$5,253,192 / $4,111,485	2022	CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002	11 / 11	$5,253,192 / $4,111,485
2022	Plan NameCHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY10 / 10 Assets BOY/EOY$349,109 / $453,972	2022	CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN - Plan #003	10 / 10	$349,109 / $453,972
2021	Plan NameCHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$4,287,477 / $5,253,192	2021	CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002	10 / 11	$4,287,477 / $5,253,192
2021	Plan NameCHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY10 / 10 Assets BOY/EOY$209,563 / $349,109	2021	CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN - Plan #003	10 / 10	$209,563 / $349,109
2020	Plan NameCHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,405,162 / $4,287,477	2020	CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002	10 / 10	$3,405,162 / $4,287,477
2020	Plan NameCHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY9 / 9 Assets BOY/EOY$88,474 / $209,563	2020	CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN - Plan #003	9 / 9	$88,474 / $209,563
2019	Plan NameCHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$1,459,350 / $3,405,162	2019	CHARTWELL INSURANCE SERVICES, INC. 401(K) PLAN - Plan #002	9 / 8	$1,459,350 / $3,405,162
2019	Plan NameCHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $88,474	2019	CHARTWELL INSURANCE SERVICES, INC. CASH BALANCE PLAN - Plan #003	7 / 7	$0 / $88,474