Chalk Mountain Holdings, LP
Overview
Chalk Mountain Holdings, LP sponsors a self-funded health plan that covered 746 participants in plan year 2025. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 746
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Chalk Mountain Health and Welfare Plan, plan 501 (746 participants)
- Broker compensation
- $197K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Lincoln National Life Insurance Company | Life, Long-term disability, Short-term disability | 653 | $918K | $142K |
| Reliastar Life Insurance Company | Accident, Critical Illness, Hospital Ind | 1,197 | $306K | $24K |
| Cigna Health and Life Insurance Company and Affiliates | Dental, Vision | 470 | $274K | $31K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 746 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Chalk Mountain Holdings, LP
- Sponsor EIN
- 47-2867984
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 47-2867984 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Chalk Mountain Holdings, LP 401(k) Plan
- Type
- 401(k) plan
- Participants
- 813
About this data
Source: Chalk Mountain Holdings, LP's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Chalk Mountain Holdings, LP.