Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$328K
- Short-term disability$328K
- Long-term disability$328K
- Other$328K
- Dental$263K
- Vision$35K
Sponsor portfolio
MIDCAP FINANCIAL SERVICES, INC.
EIN 26-3242056investment bankingLatest filing 2025
Plans
2
Retirement
1
$64.2M assets
Welfare
1
$625K premiums
Participants
713
7255 WOODMONT AVENUE, SUITE 300 - BETHESDA, MD 20814240-235-0132LinkedIn51-200 employeesinvestment banking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $625K premiums / 695 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY52%
- METROPOLITAN LIFE INSURANCE COMPANY42%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
86%top
- DIGITAL INSURANCE LLC86%
- CENTRO BENEFITS RESEARCH LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MIDCAP FINANCIAL SERVICES, LLC 401(K) PLAN
401k
Assets$64.2M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MIDCAP FINANCIAL SERVICES, LLC BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$625K
Covered lives695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MIDCAP FINANCIAL SERVICES, LLC 401(K) PLAN | 401k | $64.2M | 364 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MIDCAP FINANCIAL SERVICES, LLC BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $625K | 695 | 2025 |
Retirement plans
Welfare plans