Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$465K
- Prescription drug$465K
- Dental$34K
- Vision$34K
- Life$34K
- Short-term disability$34K
- +2 more
Sponsor portfolio
CAPITOL CONCIERGE, INC
EIN 52-1677387hospitalityLatest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$499K premiums
Participants
442
8840 STANFORD BOULEVARD, SUITE 1000 - COLUMBIA, MD 21045202-223-4765capitolconcierge.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $499K premiums / 130 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- KAISER FOUNDATION HEALTH PLAN INC93%
- METROPOLITAN LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
73%top
- USI INSURANCE SERVICES LLC73%
- KELLY & ASSOCIATES INSURANCE GROUP25%
- NFP INSURANCE SERVICES INC1%
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 CONCIERGE 401K PLAN
401k
Assets$1.7M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPITOL CONCIERGE, INC. WRAP BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC
Premiums$499K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITOL CONCIERGE 401K PLAN | 401k | $1.7M | 387 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPITOL CONCIERGE, INC. WRAP BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC | $499K | 130 | 2025 |
Retirement plans
Welfare plans