Benefits broker of record · SCOTTSDALE, AZ
CAPITAL FINANCIAL PLC
CAPITAL FINANCIAL PLC of SCOTTSDALE, AZ is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of CAPITAL FINANCIAL PLC.
15 contracts on file name CAPITAL FINANCIAL PLC 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 PLC brokers 15 insured contracts for 9 employers, across 5 states, led by WA, AZ, OR.
Life is the largest line (6 contracts), followed by dental (5), vision (5), disability (5).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 47%); PRINCIPAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals are spread through the year; March 1 renewals (policy year ends February) are the largest group, at 27% of the dated welfare contracts.
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 6 · dental 5 · vision 5 · disability 5 · health 2
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 |
|---|---|---|---|
| COGDALL CONSTRUCTION DBA CONTRACT FURNISHINGS MART | TIGARD, OR | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2025 |
| GELFAND, RENNERT AND FELDMAN, LLC | LOS ANGELES, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| CHRISTIAN CARE MANAGEMENT, INC. | PHOENIX, AZ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Mar 1FY2025 |
| ROUTE 66 MOTORSPORTS, LLC | KINGMAN, AZ | METROPOLITAN LIFE INSURANCE COMPANY | Jul 1FY2025 |
| LHC INCORPORATED | KALISPELL, MT | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in CAPITAL FINANCIAL PLC'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 year 2025 on this page)
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