Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Other$582K
- Dental$536K
- Vision$536K
- Life$536K
- Short-term disability$536K
- +1 more
Sponsor portfolio
CAPITAL BANK, NA
EIN 52-2132492bankingLatest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$4.2M premiums
Participants
1,054
2275 RESEARCH BOULEVARD, SUITE 600 - ROCKVILLE, MD 20850240-292-6142capitalbankmd.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.2M premiums / 521 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- TRANSAMERICA LIFE INSURANCE COMPANY0%
- AFLAC0%
- INOVA EMPLOYEE ASSISTANCE0%
Broker market share
Schedule A broker compensation
98%top
- AP BENEFIT ADVISORS, LLC98%
- VARIOUS - SEE ATTACHED1%
- MID ATLANTIC BENEFITS GROUP LLC0%
- MARSH & MCLENNAN AGENCY LLC0%
- WESLEY K JOHNSON II0%
- +3 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 BANK 401(K) PLAN
401k
Assets$32.5M
Participants523
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPITAL BANK, NA EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.2M
Covered lives521
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL BANK 401(K) PLAN | 401k | $32.5M | 523 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPITAL BANK, NA EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.2M | 521 | 2025 |
Retirement plans
Welfare plans