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Sponsor portfolio

THE CAPITAL MARKETS COMPANY

EIN 04-3441053-capital markets-Latest filing 2025
Plans
2
Retirement
1
$171.9M assets
Welfare
1
$1.3M premiums
Participants
3,034
350 FIFTH AVENUE, 68TH FLOOR - NEW YORK, NY 10118212-284-8600boldmatrix.comLinkedIn1-10 employeescapital markets
Plans on this EIN
2 filings
#002401k-$171.9M - 1,868 part#502Mixed-$1.3M - 1,126 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$999K
  • Short-term disability$999K
  • Long-term disability$999K
  • Vision$125K
  • Dental$116K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA76%
  • VISION SERVICE PLAN9%
  • DELTA DENTAL OF CALIFORNIA9%
  • ACE AMERICAN INSURANCE COMPANY6%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • LOCKTON COMPANIES, LLC95%
  • WILLIS TOWERS WATSON US LLC5%
Total $232K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE CAPCO 401(K) PROFIT SHARING PLAN

401k

Assets$171.9M
Participants1,868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE CAPITAL MARKETS HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.3M
Covered lives1,126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE CAPCO 401(K) PROFIT SHARING PLAN401k$171.9M1,8682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE CAPITAL MARKETS HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.3M1,1262025
Retirement plans
Welfare plans
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