Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Dental$4.5M
- Vision$4.5M
- Other$165K
- Life$77K
- Short-term disability$77K
- +1 more
Sponsor portfolio
STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC.
EIN 01-0855279financial servicesLatest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$4.6M premiums
Participants
768
120 W 45TH ST, 4TH FLOOR - NEW YORK, NY 10036212-354-1400sfscapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.6M premiums / 917 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- COMPANION LIFE INSURANCE COMPANY2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- THE PAUL REVERE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
83%top
- ALLIANT INSURANCE SERVICES, INC.83%
- VARIOUS - SEE ATTACHED17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$16.4M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.6M
Covered lives917
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST | 401k | $16.4M | 376 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.6M | 917 | 2025 |
Retirement plans
Welfare plans