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Sponsor portfolioWelfare / HealthEIN 20-5470208

CHALK MOUNTAIN SERVICES OF TEXAS, LLC

1701 RIVER RUN · FORT WORTH, TX 76107
8174731931
Plans filed
1
Years active
2016–2024
Industry
NAICS 48
Latest filing
2024
Total premiums (latest)
$1.6M
No prior year
Persons covered
711
No prior year
Total participants
764
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
CHALK MOUNTAIN SERVICES OF TEXAS HEALTH AND WELFARE PLAN
Mixed711 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.3M27.5%
Life$921K19.8%
Short-term disability$921K19.8%
Long-term disability$921K19.8%
Dental$303K6.5%
Vision$303K6.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDOth
$1.2M77.5%12711
STANDARD INSURANCE COMPANY
EIN 930242990
Oth
$355K22.5%11444

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOLMES MURPHY & ASSOCIATESDES MOINES, IASUN LIFE ASSURANCE COMPANY OF CANADA, STANDARD INSURANCE COMPANY$119K$282$119K68.1%1
ACCRETIVE ENROLLMENT SERVICES LLCPERRYSBURG, OHSTANDARD INSURANCE COMPANY$49K$3K$52K29.6%1
C2 CENTRIC LLCGRAND RAPIDS, MISUN LIFE ASSURANCE COMPANY OF CANADA$0$4K$4K2.3%1

History & trajectory

9 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
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