Plan Ledger DOL Form 5500 · updated monthly

Chalk Mountain Holdings, LPbenefits

Chalk Mountain Health and Welfare Plan · FORT WORTH, TX · plan year 2025

Broker compensation reported · 2025
$197,212

Chalk Mountain Holdings, LP's benefits plan covered 653 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $197,212 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $302 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20255
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 470 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 1,197 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 653 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 273 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 379 covered
Brokers & agents paid · 20254
HOTCHKISS INSURANCE AGCY$98,729
HOTCHKISS INSURANCE AGENCY, LLC$25,458
BENE RE LLC$24,454 · incl $24,454 fees
AVANT SPECIALTY BENEFITS$48,571 · incl $43,482 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 472867984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.