Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.2M
- Health$798K
- Vision$372K
- Life$372K
- Short-term disability$372K
- Long-term disability$372K
- +1 more
Sponsor portfolio
EFG CAPITAL INTERNATIONAL CORPORATION
EIN 65-0634942financial servicesLatest filing 2025
Plans
2
Retirement
1
$44.2M assets
Welfare
1
$1.2M premiums
Participants
358
701 BRICKELL AVENUE, 9TH FLOOR - MIAMI, FL 33131305-482-8090efgcapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 214 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
- SUN LIFE ASSURANCE COMPANY OF CANADA32%
Broker market share
Schedule A broker compensation
100%top
- FIDELITY HEALTH INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EFGI U.S. COMPANIES 401K PLAN
401k
Assets$44.2M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EFG CAPITAL INTERNATIONAL CORPORATION HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EFGI U.S. COMPANIES 401K PLAN | 401k | $44.2M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EFG CAPITAL INTERNATIONAL CORPORATION HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.2M | 214 | 2025 |
Retirement plans
Welfare plans