Benefits broker of record · RALEIGH, NC
CAPFINANCIAL SECURITIES LLC
CAPFINANCIAL SECURITIES LLC of RALEIGH, NC is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
11
Book size
$100k–1M
States
NC
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| TELESTREAM, LLC | STANDARD INSURANCE COMPANY | December |
| FRASCO, INC. | STANDARD INSURANCE COMPANY | December |
| THE METROPOLITAN MUSEUM OF ART | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| THE MOUNT SINAI MEDICAL CENTER | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| THE METROPOLITAN MUSEUM OF ART | VOYA RETIREMENT INSURANCE AND ANNUITY CO | December |
Subscriber access
6 more plans in CAPFINANCIAL SECURITIES LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A