Plan Ledger DOL Form 5500 · updated monthly

Capfinancial Partners, LLCbenefits

Capfinancial Partners Group Welfare Plan · RALEIGH, NC · plan year 2024

Broker compensation reported · 2024
$245,344

Capfinancial Partners, LLC's benefits plans covered 1,753 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $245,344 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $140 per covered person, below the median for employer plans that report broker pay. Broker pay fell 33% from $368,482 in 2023.

Insurance contracts · 20249
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 1,501 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 1,760 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 460 covered
STARMOUNT LIFE INSURANCE COMPANY · visionpremiums n/a · 1,312 covered
UNUM INSURANCE COMPANYpremiums n/a · 303 covered
UNUM INSURANCE COMPANYpremiums n/a · 256 covered
UNUM INSURANCE COMPANYpremiums n/a · 292 covered
FIRST UNUM LIFE INSURANCE COMPANYpremiums n/a · 47 covered
UNUM INSURANCE COMPANYpremiums n/a · 109 covered
Brokers & agents paid · 20244
MOSAIC GROUP SERVICES, LLC$54,596 · incl $54,596 fees
GALLAGHER BENEFIT SERVICES INC$142,475 · incl $37,923 fees
MOSAIC GROUP SERVICES LLC$10,923 · incl $10,923 fees
Also brokered by Mosaic Group Services, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260058143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.