Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Dental$399K
- Life$399K
- Short-term disability$399K
- Long-term disability$399K
- Other$399K
Sponsor portfolio
CAPIO PARTNERS, LLC
EIN 26-1896257financial servicesLatest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$3.4M premiums
Participants
672
3400 TEXOMA PKWY., STE 100 - SHERMAN, TX 75090903-892-7400capiopartners.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 396 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
70%top
- ANCO INS. SVC. OF BRYAN COLLEGE STA70%
- HUB INTERNATIONAL MIDWEST LIMITED28%
- CENTRO BENEFITS RESEARCH LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPIO PARTNERS, LLC 401(K) PLAN
ProfitSharing
Assets$11.2M
Participants465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CAPIO PARTNERS, LLC WRAP PLAN
Mixed - BLUE CROSS BLUE SHIELD OF TEXAS
Premiums$3.4M
Covered lives396
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPIO PARTNERS, LLC 401(K) PLAN | ProfitSharing | $11.2M | 465 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CAPIO PARTNERS, LLC WRAP PLAN | Mixed | BLUE CROSS BLUE SHIELD OF TEXAS | $3.4M | 396 | 2025 |
Retirement plans
Welfare plans