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Sponsor portfolioWelfare / HealthEIN 01-0855279
STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC.
120 W 45TH ST · NEW YORK, NY 10036
2123541400
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$4.6M
No prior year
Persons covered
917
No prior year
Total participants
392
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.5M | 32.4% | |
| Dental | $4.5M | 32.4% | |
| Vision | $4.5M | 32.4% | |
| Other | $165K | 1.2% | |
| Life | $77K | 0.6% | |
| Short-term disability | $77K | 0.6% | |
| Long-term disability | $77K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $4.5M | 96.4% | 1 | 1 | 917 |
EIN 131595128 | LSTDLTDOth | $77K | 1.7% | 1 | 1 | 341 |
EIN 570144607 | Oth | $66K | 1.4% | 1 | 2 | 162 |
EIN 041590994 | Oth | $22K | 0.5% | 1 | 2 | 61 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | SAN DIEGO, CA | COMPANION LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $190K | $3K | $193K | 83.5% | 1 |
| VARIOUS - SEE ATTACHED | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, THE PAUL REVERE LIFE INSURANCE COMPANY | $19K | $19K | $38K | 16.5% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan