Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.3M
- Life$921K
- Short-term disability$921K
- Long-term disability$921K
- Dental$303K
- Vision$303K
Sponsor portfolio
CHALK MOUNTAIN SERVICES OF TEXAS, LLC
EIN 20-5470208transportation/trucking/railroadLatest filing 2024
Plans
2
Retirement
1
$15.0M assets
Welfare
1
$1.6M premiums
Participants
1,557
1701 RIVER RUN, STE 200 - FORT WORTH, TX 76107817-473-1931cmstx.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 711 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- SUN LIFE ASSURANCE COMPANY OF CANADA78%
- STANDARD INSURANCE COMPANY22%
Broker market share
Schedule A broker compensation
68%top
- HOLMES MURPHY & ASSOCIATES68%
- ACCRETIVE ENROLLMENT SERVICES LLC30%
- C2 CENTRIC LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHALK MOUNTAIN SERVICES OF TEXAS, LLC 401(K) PLAN
401k
Assets$15.0M
Participants793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHALK MOUNTAIN SERVICES OF TEXAS HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.6M
Covered lives711
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHALK MOUNTAIN SERVICES OF TEXAS, LLC 401(K) PLAN | 401k | $15.0M | 793 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHALK MOUNTAIN SERVICES OF TEXAS HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.6M | 711 | 2024 |
Retirement plans
Welfare plans