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Sponsor portfolioWelfare / HealthEIN 52-1815281

CAPITAL FUNDING GROUP INC.

2455 HOUSE STREET · BALTIMORE, MD 21230
4103423155
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$937K
No prior year
Persons covered
321
No prior year
Total participants
339
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$937K
CAPITAL FUNDING GROUP HEALTH PLAN
Fully insured321 covered·5 carriers
Primary: UNITED CONCORDIA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$285K23.7%
Life$261K21.8%
Dental$247K20.6%
Short-term disability$225K18.8%
Long-term disability$128K10.7%
Vision$44K3.7%
Health$8K0.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$614K65.5%14321
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$247K26.4%11302
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$44K4.7%11216
METROPOLITAN LIFE INSURANCE COMPANY
EIN 541566589
Oth
$24K2.5%11102
JANUS ASSOCIATES, INC. DBA BHS
EIN 521306404
H
$8K0.8%11268

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HILB GROUP OF NEW ENGLANDHUNT VALLEY, MDUNITED OF OMAHA LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY, LEGAL RESOURCES$106K$21K$127K72.1%1
MATHER & STROHL ADMIN SVC INCDALLAS, TXUNITED CONCORDIA INSURANCE COMPANY$17K$12K$30K16.9%1
BENEFIT MALLTOWSON, MDUNITED OF OMAHA LIFE INSURANCE COMPANY$0$18K$18K10.4%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXFIDELITY SECURITY LIFE INSURANCE COMPANY$1K$0$1K0.6%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
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