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Sponsor portfolioWelfare / HealthEIN 26-0058143
CAPFINANCIAL PARTNERS, LLC
4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609
9198706822
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
1,760
No prior year
Total participants
1,765
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 |
|---|---|---|---|
| Other | $1.5M | 38.2% | |
| Life | $1.2M | 30.7% | |
| Long-term disability | $967K | 24.0% | |
| Vision | $203K | 5.0% | |
| Dental | $82K | 2.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042381280 | LLTDOth | $1.5M | 84.4% | 1 | 7 | 1,760 |
EIN 720977315 | V | $203K | 11.1% | 1 | 1 | 1,312 |
EIN 135123390 | D | $82K | 4.5% | 1 | 1 | 1,501 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | MORRISVILLE, NC | STARMOUNT LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, FIRST UNUM LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $142K | $38K | $180K | 73.3% | 1 |
| MOSAIC GROUP SERVICES | DURHAM, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $0 | $66K | $66K | 26.7% | 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