Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.4M
- Health$5.3M
- Prescription drug$5.3M
- Dental$4.1M
- Life$164K
- Short-term disability$164K
- +2 more
Sponsor portfolio
CA CAPITAL OPERATIONS, LLC
EIN 27-1460592investment bankingLatest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$5.5M premiums
Participants
581
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.5M premiums / 567 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- BLUE CROSS OF CALIFORNIA74%
- KAISER FOUNDATION HEALTH PLAN INC22%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
97%top
- LIBERTY COMPANY INSURANCE BROKERS97%
- PROFESSIONAL GROUP PLANS INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CA CAPITAL OPERATIONS LLC 401K PLAN
401k
Assets$9.2M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CA CAPITAL OPERATIONS LLC DBA AVANATH HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$5.5M
Covered lives567
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CA CAPITAL OPERATIONS LLC 401K PLAN | 401k | $9.2M | 154 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CA CAPITAL OPERATIONS LLC DBA AVANATH HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $5.5M | 567 | 2025 |
Retirement plans
Welfare plans