Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$767K
- Dental$132K
- Vision$132K
- Life$125K
- Short-term disability$125K
- Long-term disability$125K
Sponsor portfolio
CAPITAL DISTRIBUTING, LLC
EIN 36-4422847wine and spiritsLatest filing 2024
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$899K premiums
Participants
587
421 N. PORTLAND AVE. - OKLAHOMA CITY, OK 731076109405-596-2721capitaldist.comLinkedIn201-500 employeeswine and spirits
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $899K premiums / 446 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- ZURICH AMERICAN INSURANCE COMPANY71%
- AMERITAS LIFE INSURANCE CORP.15%
- UNITED OF OMAHA LIFE INSURANCE COMPANY14%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
98%top
- NFP INSURANCE SERVICES INC98%
- CHARLES DON SCHAEF1%
- ASHLEY RENEE CUNNINGHAM1%
- THE FRANCIS GROUP LLC1%
- MJ INSURANCE0%
- +2 more
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 DISTRIBUTING, LLC 401(K) PLAN
401k
Assets$7.2M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPITAL DISTRIBUTING, LLC HEALTH AND WELFARE PLAN
Mixed - ZURICH AMERICAN INSURANCE COMPANY
Premiums$899K
Covered lives446
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL DISTRIBUTING, LLC 401(K) PLAN | 401k | $7.2M | 305 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPITAL DISTRIBUTING, LLC HEALTH AND WELFARE PLAN | Mixed | ZURICH AMERICAN INSURANCE COMPANY | $899K | 446 | 2024 |
Retirement plans
Welfare plans