Capfinancial Partners, LLC
Overview
Capfinancial Partners, LLC sponsors a self-funded health plan that covered 1,753 participants in plan year 2024. The plan year starts in July. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,753
- Plan year
- Begins July 1 · next renewal July 2027
- Health plans filed
- Capfinancial Partners Group Welfare Plan, plan 503 (1,753 participants)
- Broker compensation
- $245K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Life, Long-term disability | 1,760 | $1.2M | $158K |
| Unum Insurance Company | Accident, Critical Illness, Hospital Care, Paid Family Medical Leave | 303 | $283K | $55K |
| Starmount Life Insurance Company | Vision | 1,312 | $203K | $27K |
| The Guardian Life Insurance Company of America | Dental | 1,501 | $82K | $2K |
| First Unum Life Insurance Company | DBL | 47 | $18K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,753 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Capfinancial Partners, LLC
- Sponsor EIN
- 26-0058143
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 26-0058143 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Capfinancial Partners, LLC's Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Capfinancial Partners, LLC.