Plan Ledger DOL Form 5500 · updated monthly

Strategic Funding Source, Inc. dba Kapitus Inc.benefits

Strategic Funding Source, Inc. dba Kapitus Inc. Health and Welfare Benefit Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$187,386

Strategic Funding Source, Inc. dba Kapitus Inc.'s benefits plans covered 325 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $187,386 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $577 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 13% from $166,117 in 2023.

Insurance contracts · 20246
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 800 covered
COMPANION LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 315 covered
Brokers & agents paid · 20242
ALLIANT INSURANCE SERVICES INC$171,150 · incl $3,833 fees
VARIOUS BROKERS (SEE ATTACHED)$16,236 · incl $5,243 fees
Also brokered by Alliant5
Tyson Foods, Inc. AR$1,604,287
Stark Carpet Corp. NY$1,544,014

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 010855279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.