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  2. CAPITOL BRIDGE, LLC.
Sponsor portfolio

CAPITOL BRIDGE, LLC.

EIN 37-1695438-information technology and services-Latest filing 2025
Plans
4
Retirement
1
$6.1M assets
Welfare
3
$1.5M premiums
Participants
584
C/O TRUST MANAGEMENT SERVICES, 1 ALMADEN BLVD STE 750 - SAN JOSE, CA 95113408-377-3441capitolbridge.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
4 filings
#001401k-$6.1M - 147 part#502Fully Insured-$1.4M - 225 lives#503Fully Insured-$112K - 251 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $1.5M premiums / 476 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Prescription drug$1.4M
  • Life$112K
  • Short-term disability$112K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • BENNIE INSURANCE, LLC67%
  • RISK COOPERATIVE LLC17%
  • AP BENEFIT ADVISORS, LLC9%
  • GIS BENEFITS INC7%
Total $96K4 slices

Plan deep-dives

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

CAPITOL BRIDGE LLC 401(K) PROFIT SHARING PLAN

401k

Assets$6.1M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CAPITOL BRIDGE HEALTH AND WELFARE PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.4M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CAPITOL BRIDGE HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$112K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CAPITOL BRIDGE, LLC. HEALTH AND WELFARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITOL BRIDGE LLC 401(K) PROFIT SHARING PLAN401k$6.1M1472024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CAPITOL BRIDGE HEALTH AND WELFARE PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.4M2252025
503CAPITOL BRIDGE HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$112K2512025
501CAPITOL BRIDGE, LLC. HEALTH AND WELFARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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