Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Dental$1.0M
- Vision$1.0M
- Life$117K
- Long-term disability$89K
- Other$89K
Sponsor portfolio
CAPITAL PREMIUM FINANCING LLC
EIN 82-0423224financial servicesLatest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
$1.1M premiums
Participants
283
12235 S 800 E - DRAPER, UT 840209726801-208-5370capitalpremium.netLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 165 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
- HARTFORD LIFE AND ACCIDENT8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
94%top
- THE BUCKNER COMPANY94%
- GIS BENEFITS INC3%
- PAM ANDERSON & ASSOCIATES INC1%
- SHERRIE M HOPKINS INS AGCY LUTCF,PC1%
- STEPHANIE COLTRIN0%
- +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
RETIREMENT INCOME SECURITY PLAN-CAPITAL PREMIUM FINANCING, LLC
401k
Assets$9.2M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPITAL PREMIUM FINANCING LLC WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT INCOME SECURITY PLAN-CAPITAL PREMIUM FINANCING, LLC | 401k | $9.2M | 178 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPITAL PREMIUM FINANCING LLC WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.1M | 165 | 2025 |
Retirement plans
Welfare plans