Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$150K
- Dental$14K
Sponsor portfolio
CAPOZZI ADLER, P.C.
EIN 23-2911821legal servicesLatest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$164K premiums
Participants
62
2933 NORTH FRONT STREET - HARRISBURG, PA 17110717-233-4101capozziadler.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $164K premiums / 27 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- UNITEDHEALTHCARE INSURANCE COMPANY75%
- UNITED STATES FIRE INSURANCE COMPANY17%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
99%top
- MPB RISK SERVICES LLC99%
- MAZZMAR LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPOZZI ADLER, PC RETIREMENT SAVINGS PLAN
401k
Assets$5.7M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPOZZI ADLER, P.C. EMPLOYEE BENEFIT PLAN
Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)
Premiums$164K
Covered lives27
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPOZZI ADLER, PC RETIREMENT SAVINGS PLAN | 401k | $5.7M | 37 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPOZZI ADLER, P.C. EMPLOYEE BENEFIT PLAN | Mixed | OPTUM HEALTH (UNIMERICA INSURANCE COMPANY) | $164K | 27 | 2025 |
Retirement plans
Welfare plans