PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CLK MULTI FAMILY MANAGEMENT, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-1696623

CLK MULTI FAMILY MANAGEMENT, LLC

5545 MURRAY ROAD, 3RD FLOOR · MEMPHIS, TN 38119
9014359313
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
683
No prior year
Total participants
431
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.4M
CLK MULTIFAMILY MANAGEMENT, LLC WELFARE BENEFITS PLAN
Fully insured683 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$3.2M23.9%
Vision$3.2M23.9%
Health$3.1M23.7%
Prescription drug$3.1M23.7%
Life$185K1.4%
Other$185K1.4%
Long-term disability$139K1.0%
Short-term disability$126K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$3.1M91.1%11683
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$164K4.8%14431
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LSTDOth
$111K3.2%11303
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLLTDOth
$32K0.9%1128

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HERITAGE BENEFIT SOLUTIONSWOODBURY, NYUNITEDHEALTHCARE INSURANCE COMPANY$11K$112K$123K52.0%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$64K$9K$73K31.0%1
DKG INSURANCE & FINANCIAL SERVICESDALLAS, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$26K$13K$38K16.2%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$937$0$9370.4%1
BENEFIT COMMUNICATIONS INCNASHVILLE, TNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$518$0$5180.2%1
JOHNNY R PITTSMEMPHIS, TNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$189$0$1890.1%1
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$168$0$1680.1%1
GEORGE CONDRA KNOXCHATTANOOGA, TNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$15$0$150.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica