Benefits broker of record · SCOTTSDALE, AZ
CAPITAL FINANCIAL LLC
CAPITAL FINANCIAL LLC of SCOTTSDALE, AZ is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.
9 contracts on file name CAPITAL FINANCIAL LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
CAPITAL FINANCIAL LLC brokers 9 insured contracts for 4 employers, across 3 states, led by CA, MT, AZ.
Life is the largest line (3 contracts), followed by health (2), disability (2), dental (1).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 56%); BLUECROSS BLUESHIELD OF MONTANA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 3 · health 2 · disability 2 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| LHC INCORPORATED | KALISPELL, MT | BLUECROSS BLUESHIELD OF MONTANA | Jan 1FY2025 |
| ROUTE 66 MOTORSPORTS, LLC | KINGMAN, AZ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| MANN MORTGAGE, LLC | KALISPELL, MT | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
| GELFAND, RENNERT AND FELDMAN, LLC | LOS ANGELES, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MANN MORTGAGE, LLC | KALISPELL, MT | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
more contracts in CAPITAL FINANCIAL 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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