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Sponsor portfolio

CAPITAL RX

EIN 35-2612946-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$20.2M assets
Welfare
1
$817K premiums
Participants
1,652
228 PARK AVE S, SUITE 87234 - NEW YORK CITY, NY 10003888-617-6521judi.healthLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$20.2M - 896 part#501Mixed-$817K - 1,144 lives

Benefits portfolio analytics

1 plan / $817K premiums / 1,144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$445K
  • Life$350K
  • Dental$315K
  • Short-term disability$297K
  • Long-term disability$297K
  • Vision$57K
Total $817K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA43%
  • DELTA DENTAL OF CALIFORNIA39%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $817K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MCGRIFF INSURANCE SERVICES INC100%
Total $15K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAPITAL RX 401(K) PLAN

401k

Assets$20.2M
Participants896
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPITAL RX, INC. HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF NEW YORK

Premiums$817K
Covered lives1,144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL RX 401(K) PLAN401k$20.2M8962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPITAL RX, INC. HEALTH AND WELFARE PLANMixedDELTA DENTAL OF NEW YORK$817K1,1442024
Retirement plans
Welfare plans
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