Plan Ledger DOL Form 5500 · updated monthly

The Capital Markets Companybenefits

The Capital Markets Health and Welfare Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$232,351

The Capital Markets Company's benefits plans covered 1,126 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $232,351 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $206 per covered person, above the median for employer plans that report broker pay. Broker pay rose 10% from $210,851 in 2024.

Insurance contracts · 20254
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 1,126 covered
ACE AMERICAN INSURANCE COMPANYpremiums n/a · 1,126 covered
DELTA DENTAL OF NEW YORK · dentalpremiums n/a · 368 covered
VISION SERVICE PLAN · visionpremiums n/a · 850 covered
Brokers & agents paid · 20252
LOCKTON COMPANIES, LLC$220,114 · incl $54,046 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 043441053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.