PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SCALE CAPITAL MANAGEMENT LLC

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.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 81-4391688

SCALE CAPITAL MANAGEMENT LLC

d/b/a DBA SCALE HRO
11811 NORTH TATUM BOULEVARD · PHOENIX, AZ 85028
8883934738
Plans filed
1
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
228
No prior year
Total participants
141
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.5M
SCALE CAPITAL MANAGEMENT LLC DBA SCALE HRO EMPLOYEE BENEFITS PLAN
Fully insured228 covered·6 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M36.1%
Dental$1.1M27.9%
Vision$1.1M27.9%
Other$81K2.1%
Life$77K2.0%
Short-term disability$77K2.0%
Long-term disability$77K2.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 200446713
HDVOth
$1.2M85.1%13228
KAISER FOUNDATION HEALTH PLAN INC
EIN 930798039
H
$140K9.6%1240
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$77K5.3%11177
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 952879515
D
$750.0%111

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SK INSURANCE SERVICES LLCBELLEVUE, WAKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, AETNA LIFE INSURANCE CO., SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY$18K$0$18K100.0%1

History & trajectory

7 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica