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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $263K | 38.2% | |
| Other | $156K | 22.7% | |
| Short-term disability | $91K | 13.3% | |
| Long-term disability | $88K | 12.8% | |
| Life | $47K | 6.9% | |
| Vision | $38K | 5.6% | |
| Health | $3K | 0.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | DVLSTDLTDOth | $637K | 99.5% | 1 | 9 | 755 |
EIN 752343577 | H | $3K | 0.5% | 1 | 1 | 33 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HOTCHKISS INSURANCE AGENCY, LLC | CARROLLTON, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY | $87K | $37K | $124K | 86.8% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | FORT WASHINGTON, PA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $13K | $13K | 9.4% | 1 |
| PREPARE BENEFITS, LLC | ORLANDO, FL | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $5K | $5K | 3.8% | 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