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  2. FLORIDA CAPITAL BANK, N.A.
Sponsor portfolioTH

FLORIDA CAPITAL BANK, N.A.

EIN 59-2475686-banking-Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$1.3M premiums
Participants
271
10151 DEERWOOD PARK BLVD BLDG. 100, SUITE 200 - JACKSONVILLE, FL 32256904-472-2742LinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$10.4M - 156 part#508Mixed-$1.3M - 84 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 84 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$59K
  • Long-term disability$28K
  • Short-term disability$19K
  • Life$15K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • USABLE LIFE8%
  • HUMANA INSURANCE COMPANY1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS98%
  • BLUE CROSS BLUE SHIELD OF FLORIDA2%
Total $76K2 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

FLORIDA CAPITAL GROUP, INC. 401(K) PLAN

401k

Assets$10.4M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

FLORIDA CAPITAL BANK, N.A. FLORIDA CAPITAL BANK NA WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.3M
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLORIDA CAPITAL GROUP, INC. 401(K) PLAN401k$10.4M1562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508FLORIDA CAPITAL BANK, N.A. FLORIDA CAPITAL BANK NA WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF FLORIDA$1.3M842024
Retirement plans
Welfare plans
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