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Sponsor portfolio

KARTOS HOLDINGS LP

EIN 20-4050432-Latest filing 2025
Plans
3
Retirement
0
Welfare
3
$168K premiums
Participants
353
2055 W BURTON ROAD - MOUNT PLEASANT, TX 75455903-767-4167
Plans on this EIN
3 filings
#502Fully Insured-$154K - 207 lives#503Fully Insured-$14K - 131 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $168K premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$168K
  • Dental$154K
  • Vision$154K
Total $168K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • PRINCIPAL LIFE INSURANCE COMPANY91%
  • PAN-AMERICAN LIFE INSURANCE COMPANY9%
Total $168K2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • FROST INSURANCE AGENCY INC88%
  • CRUMDALE SPECIALTY12%
Total $30K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#502

KARTOS HOLDINGS PRINCIPAL PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$154K
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

KARTOS HOLDING GROUP LIFE PLAN

Fully Insured - PAN-AMERICAN LIFE INSURANCE COMPANY

Premiums$14K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KARTOS HOLDINGS MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KARTOS HOLDINGS PRINCIPAL PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$154K2072025
503KARTOS HOLDING GROUP LIFE PLANFully InsuredPAN-AMERICAN LIFE INSURANCE COMPANY$14K1312025
501KARTOS HOLDINGS MEDICAL PLANSelf Funded-$002025
Welfare plans
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