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Benefits broker of record · CONCORD, NC

CAPSTONE HEALTH MANAGEMENT

CAPSTONE HEALTH MANAGEMENT of CONCORD, NC is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
4
Book size
under $10k
Office state
NC

Book profile

CAPSTONE HEALTH MANAGEMENT brokers 4 insured contracts for 4 employers, across 3 states, led by FL, NV, NY.

BALANCED WELLBEING, LLC writes the most contracts in the book (1, about 25%); BIG CLAW MANAGEMENT CAPSTONE PLUS/INTEGRITY, CAPURRO TRUCKING, EQUIPSYSTEMS follow.

Renewals are spread through the year; February 1 renewals (policy year ends January) are the largest group, at 25% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
  • BALANCED WELLBEING, LLC1
  • BIG CLAW MANAGEMENT CAPSTONE PLUS/INTEGRITY1
  • CAPURRO TRUCKING1
  • EQUIPSYSTEMS1
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
BALANCED WELLBEING, LLCOAKLAND, FLBALANCED WELLBEING, LLCMay 1FY2026
BIG CLAW MANAGEMENTINDIAN ROCKS BEACH, FLBIG CLAW MANAGEMENT CAPSTONE PLUS/INTEGRITYJan 7FY2026
EQUIPSYSTEMSNEW YORK, NYEQUIPSYSTEMSJun 1FY2026
CAPURRO TRUCKINGSPARKS, NVCAPURRO TRUCKINGJun 12FY2026

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2026 on this page)

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