Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$285K
- Life$261K
- Dental$247K
- Short-term disability$225K
- Long-term disability$128K
- Vision$44K
- +1 more
Sponsor portfolio
CAPITAL FUNDING GROUP INC.
EIN 52-1815281financial servicesLatest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$937K premiums
Participants
370
2455 HOUSE STREET - BALTIMORE, MD 21230410-342-3155capfundinc.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $937K premiums / 321 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY66%
- UNITED CONCORDIA INSURANCE COMPANY26%
- FIDELITY SECURITY LIFE INSURANCE COMPANY5%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- JANUS ASSOCIATES, INC. DBA BHS1%
Broker market share
Schedule A broker compensation
72%top
- HILB GROUP OF NEW ENGLAND72%
- MATHER & STROHL ADMIN SVC INC17%
- BENEFIT MALL10%
- CENTERSTONE INSURANCE AND FINANCIAL1%
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 FUNDING GROUP INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$9.7M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPITAL FUNDING GROUP HEALTH PLAN
Fully Insured - UNITED CONCORDIA INSURANCE COMPANY
Premiums$937K
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL FUNDING GROUP INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $9.7M | 31 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPITAL FUNDING GROUP HEALTH PLAN | Fully Insured | UNITED CONCORDIA INSURANCE COMPANY | $937K | 321 | 2025 |
Retirement plans
Welfare plans