PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAPITAL CITY BANK GROUP, INC.
Sponsor portfolio

CAPITAL CITY BANK GROUP, INC.

EIN 59-2273542-banking-Latest filing 2025
Plans
3
Retirement
2
$227.0M assets
Welfare
1
$5.2M premiums
Participants
2,875
217 NORTH MONROE STREET - TALLAHASSEE, FL 32301850-402-7152ccbg.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$140.7M - 776 part#003401k-$86.3M - 1,204 part#503Mixed-$5.2M - 1,237 lives

Retirement portfolio analytics

2 plans aggregated / $227.0M assets / 1,980 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • INC. RETIREMENT PLAN (#001)62%
  • GROUP, INC. 401(K) (#003)38%
Total $227.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#003)1,204
  • INC. RETIREMENT PLAN (#001)776
Total 1,980Click row to drill in

Benefits portfolio analytics

1 plan / $5.2M premiums / 1,237 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Other$1.1M
  • Life$738K
  • Short-term disability$738K
  • Long-term disability$738K
  • +1 more
Total $5.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY76%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
  • RELIASTAR LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • +3 more
Total $5.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • GALLAGHER BENEFIT SERVICES, INC.57%
  • JUSTIN W SPEWOCK23%
  • JAMES R NELLIGAN & ASSOCIATES LLC10%
  • BENE RE LLC9%
  • AMWINS0%
  • +3 more
Total $341K8 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

CAPITAL CITY BANK GROUP, INC. RETIREMENT PLAN

TraditionalDB

Assets$140.7M
Participants776
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CAPITAL CITY BANK GROUP, INC. 401(K) PLAN

401k

Assets$86.3M
Participants1,204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CAPITAL CITY BANK GROUP, INC. EMPLOYEE MEDICAL PLAN

Mixed - CAPITAL HEALTH PLAN INC

Premiums$5.2M
Covered lives1,237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL CITY BANK GROUP, INC. RETIREMENT PLANTraditionalDB$140.7M7762024
003CAPITAL CITY BANK GROUP, INC. 401(K) PLAN401k$86.3M1,2042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CAPITAL CITY BANK GROUP, INC. EMPLOYEE MEDICAL PLANMixedCAPITAL HEALTH PLAN INC$5.2M1,2372025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica