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Sponsor portfolioWelfare / HealthEIN 47-2867984

CHALK MOUNTAIN HOLDINGS, LP

1701 RIVER RUN SUITE 200 · FORT WORTH, TX 76107
8174731931
Plans filed
1
Years active
2025–2025
Industry
NAICS 48
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
1,197
No prior year
Total participants
653
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.5M
CHALK MOUNTAIN HEALTH AND WELFARE PLAN
Mixed1,197 covered·3 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$702K32.4%
Life$396K18.3%
Dental$274K12.6%
Vision$274K12.6%
Short-term disability$273K12.6%
Long-term disability$249K11.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$918K61.3%13653
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$306K20.4%111,197
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$274K18.3%11470

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOTCHKISS INSURANCE AGENCY, LLCCARROLLTON, TXCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, LINCOLN NATIONAL LIFE INSURANCE COMPANY$124K$0$124K63.0%1
AVANT SPECIALTY BENEFITS LLCKANSAS CITY, MOCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, LINCOLN NATIONAL LIFE INSURANCE COMPANY$5K$43K$49K24.6%1
BENE RE LLCTOLEDO, OHRELIASTAR LIFE INSURANCE COMPANY$0$24K$24K12.4%1

Policy details

Latest year, by plan
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