Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.4M
- Prescription drug$5.4M
- Life$270K
- Dental$268K
- Long-term disability$120K
- Other$59K
- +1 more
Sponsor portfolioTH
AFFINIUS CAPITAL, LLC
EIN 74-2237999investment managementLatest filing 2025
Plans
2
Retirement
1
$120.6M assets
Welfare
1
$6.1M premiums
Participants
598
9830 COLONNADE BOULEVARD, SUITE 600 - SAN ANTONIO, TX 78230800-531-8182affiniuscapital.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.1M premiums / 608 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- DELTA DENTAL OF CALIFORNIA4%
- EYEMED VISION CARE1%
- AETNA LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFFINIUS CAPITAL 401K PLAN
401k
Assets$120.6M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AFFINIUS CAPITAL HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$6.1M
Covered lives608
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFFINIUS CAPITAL 401K PLAN | 401k | $120.6M | 282 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AFFINIUS CAPITAL HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $6.1M | 608 | 2025 |
Retirement plans
Welfare plans