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Sponsor portfolioWelfare / HealthEIN 27-0872012

KNIGHTVEST MANAGEMENT

5728 LBJ FREEWAY SUITE 400 · DALLAS, TX 75240
2149158364
Plans filed
1
Years active
2017–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$640K
No prior year
Persons covered
755
No prior year
Total participants
755
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$640K
KNIGHTVEST MANAGEMENT HEALTH AND WELFARE PLAN
Fully insured755 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$263K38.2%
Other$156K22.7%
Short-term disability$91K13.3%
Long-term disability$88K12.8%
Life$47K6.9%
Vision$38K5.6%
Health$3K0.5%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DVLSTDLTDOth
$637K99.5%19755
NEW BENEFITS
EIN 752343577
H
$3K0.5%1133

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOTCHKISS INSURANCE AGENCY, LLCCARROLLTON, TXUNITED OF OMAHA LIFE INSURANCE COMPANY$87K$37K$124K86.8%1
GALLAGHER BENEFIT SERVICES, INC.FORT WASHINGTON, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$13K$13K9.4%1
PREPARE BENEFITS, LLCORLANDO, FLUNITED OF OMAHA LIFE INSURANCE COMPANY$0$5K$5K3.8%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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