Plan Ledger DOL Form 5500 · updated monthly

Capstone Accounting Services, LLCbenefits

Capstone Accounting Services, LLC Employee Benefit Plan · BEND, OR · plan year 2025

Broker compensation reported · 2025
$46,258

Capstone Accounting Services, LLC's benefits plan covered 103 active participants in 2025, providing health · dental · vision · short-term disability. Insurance brokers and agents were paid $46,258 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $449 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20253
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 145 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 99 covered
Brokers & agents paid · 20256
THE PARTNERS GROUP LLC$45,695 · incl $23 fees
PROSYNC INSURANCE SERVICES LLC$80
RICH IN BENEFITS INC$56 · incl $1 fees
WA EMPLOYEE BENEFITS LLC$47 · incl $10 fees
INTEGRITY BENEFITS LLC$4
7 individual agents · names withheld$376

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by The Partners Group LLC5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 813917978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.