Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$193K
- Other$100K
- Life$65K
- Long-term disability$53K
- Short-term disability$33K
- Vision$18K
Sponsor portfolio
HOTCHKISS INSURANCE MANAGERS, LLC
EIN 90-0341290Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$397K premiums
Participants
400
4120 INTERNATIONAL PKWY, STE 2000 - CARROLLTON, TX 75007972-512-7700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $397K premiums / 199 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
78%top
- HOTCHKISS INSURANCE AGENCY, LLC78%
- GALLAGHER BENEFIT SERVICES, INC.22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOTCHKISS INSURANCE MANAGERS, LLC 401(K) PLAN
401k
Assets$22.9M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOTCHKISS INSURANCE WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$397K
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOTCHKISS INSURANCE MANAGERS, LLC 401(K) PLAN | 401k | $22.9M | 201 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOTCHKISS INSURANCE WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $397K | 199 | 2025 |
Retirement plans
Welfare plans