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Sponsor portfolioWelfare / HealthEIN 46-1281600
CAPITAL SQUARE REALTY ADVISORS, LLC
4851 LAKE BROOK DRIVE · GLEN ALLEN, VA 23060
8042907900
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
701
No prior year
Total participants
357
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 |
|---|---|---|---|
| Stop-loss | $648K | 44.5% | |
| Dental | $235K | 16.1% | |
| Vision | $235K | 16.1% | |
| Other | $163K | 11.2% | |
| Short-term disability | $94K | 6.4% | |
| Life | $51K | 3.5% | |
| Long-term disability | $29K | 2.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | SLOth | $692K | 59.2% | 1 | 2 | 358 |
EIN 470098400 | DV | $235K | 20.1% | 1 | 1 | 701 |
EIN 231503749 | LSTDLTDOth | $185K | 15.8% | 1 | 4 | 395 |
EIN 591031071 | Oth | $57K | 4.9% | 1 | 3 | 100 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| JAMES A SCOTT & SON INC | LYNCHBURG, VA | LIFE INSURANCE COMPANY OF NORTH AMERICA, AMERITAS LIFE INSURANCE CORP. | $29K | $4K | $33K | 74.7% | 1 |
| SCOTT BENEFIT SERVICES | RICHMOND, VA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $8K | $0 | $8K | 18.9% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $3K | $3K | 6.3% | 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