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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.3M | 27.5% | |
| Life | $921K | 19.8% | |
| Short-term disability | $921K | 19.8% | |
| Long-term disability | $921K | 19.8% | |
| Dental | $303K | 6.5% | |
| Vision | $303K | 6.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DVLSTDLTDOth | $1.2M | 77.5% | 1 | 2 | 711 |
EIN 930242990 | Oth | $355K | 22.5% | 1 | 1 | 444 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HOLMES MURPHY & ASSOCIATES | DES MOINES, IA | SUN LIFE ASSURANCE COMPANY OF CANADA, STANDARD INSURANCE COMPANY | $119K | $282 | $119K | 68.1% | 1 |
| ACCRETIVE ENROLLMENT SERVICES LLC | PERRYSBURG, OH | STANDARD INSURANCE COMPANY | $49K | $3K | $52K | 29.6% | 1 |
| C2 CENTRIC LLC | GRAND RAPIDS, MI | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $4K | $4K | 2.3% | 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