Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 81-3917978
CAPSTONE ACCOUNTING SERVICES, LLC
345 SE 3RD STREET · BEND, OR 97702
5413825099
- Plans filed
- 1
- Years active
- 2025–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$912K
No prior year
Persons covered
145
No prior year
Total participants
109
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 | $902K | 33.2% | |
| Dental | $902K | 33.2% | |
| Vision | $902K | 33.2% | |
| Other | $10K | 0.4% | |
| Life | $4K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HDV | $902K | 98.9% | 1 | 1 | 99 |
EIN 570144607 | Oth | $5K | 0.6% | 1 | 1 | 13 |
EIN 135581829 | LOth | $4K | 0.5% | 1 | 1 | 145 |
Broker overview
12 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE PARTNERS GROUP | PORTLAND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $46K | $23 | $46K | 98.8% | 1 |
| DARREN B HANDLEY | DRAPER, UT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | $0 | $115 | 0.2% | 1 |
| MEGAN ELIZABETH CASTO | OLYMPIA, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $85 | $16 | $101 | 0.2% | 1 |
| PROSYNC INSURANCE SERVICES, LLC | RENTON, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | $0 | $80 | 0.2% | 1 |
| ZACHAREE KEITH SIAHPUSH | PORTLAND, OR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $10 | $73 | 0.2% | 1 |
| RICH IN BENEFITS INC | KIRKLAND, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $55 | $1 | $56 | 0.1% | 1 |
| WA EMPLOYEE BENEFITS LLC | DES MOINES, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $37 | $10 | $47 | 0.1% | 1 |
| CARYL ESTES | LYNNWOOD, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $32 | $5 | $37 | 0.1% | 1 |
| ELIZABETH BETTRIDGE | DES MOINES, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | $0 | $23 | 0.0% | 1 |
| JOEL SANDERS | MOSES LAKE, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | $0 | $21 | 0.0% | 1 |
| JODI MOYLAN | PUYALLUP, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $0 | $6 | 0.0% | 1 |
| INTEGRITY ASSOCIATES INS. SERVICES | SPOKANE VALLEY, WA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | $0 | $4 | 0.0% | 1 |
Policy details
Latest year, by plan