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Sponsor portfolioWelfare / HealthEIN 26-1896257

CAPIO PARTNERS, LLC

3400 TEXOMA PKWY., STE 100 · SHERMAN, TX 75090
9038927400
Plans filed
1
Years active
2023–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
396
No prior year
Total participants
207
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$3.4M
CAPIO PARTNERS, LLC WRAP PLAN
Mixed396 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.0M60.4%
Dental$399K7.9%
Life$399K7.9%
Short-term disability$399K7.9%
Long-term disability$399K7.9%
Other$399K7.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$3.0M88.4%11396
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLSTDLTDOth
$399K11.6%11312

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ANCO INS. SVC. OF BRYAN COLLEGE STABRYAN, TXBLUE CROSS BLUE SHIELD OF TEXAS$169K$0$169K69.7%1
HUB INTERNATIONAL MIDWEST LIMITEDBRYAN, TXGUARDIAN$50K$17K$67K27.8%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN$6K$0$6K2.6%1

History & trajectory

3 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
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