PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TELEO CAPITAL MANAGEMENT LLC
Sponsor portfolio

TELEO CAPITAL MANAGEMENT LLC

EIN 83-2335226-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$8.6M premiums
Participants
501
1100 W IDAHO ST,, STE 330 - BOISE, ID 83702424-376-3332
Plans on this EIN
2 filings
#001401k-$1.4M - 18 part#501Fully Insured-$8.6M - 1,136 lives

Benefits portfolio analytics

1 plan / $8.6M premiums / 1,136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.5M
  • Prescription drug$7.5M
  • Dental$1.1M
  • Vision$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • +2 more
Total $8.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
Total $8.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • CYNTHIA SMART-TEALEY54%
  • GALLAGHER BENEFIT SERVICES, INC.46%
Total $363K2 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

TELEO CAPITAL MANAGEMENT LLC 401(K) PLAN

401k

Assets$1.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TELEO CAPITAL MANAGEMENT, LLC

Fully Insured - BLUE CROSS OF IDAHO

Premiums$8.6M
Covered lives1,136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TELEO CAPITAL MANAGEMENT LLC 401(K) PLAN401k$1.4M182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TELEO CAPITAL MANAGEMENT, LLCFully InsuredBLUE CROSS OF IDAHO$8.6M1,1362025
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