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Insurance carrier

CAPITAL COUNSELING

CAPITAL COUNSELING appears on 5 employer benefit contracts in public Form 5500 Schedule A filings.

5 employer contracts on file name CAPITAL COUNSELING as the insurance carrier. 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 COUNSELING writes 5 insured contracts for 5 employers, all in New York.

MARSHALL&STERLING EMPLOYEE BENEFITS is the broker of record on the most contracts (1, about 20%).

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 40% of the dated welfare contracts.

Brokers of record

Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.

BrokerContracts
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

Employers with plans through CAPITAL COUNSELING

EmployerLocationBrokerRenews
COMMUNITY CARE PHYSICIANS, PLLCLATHAM, NY—Jan 1FY2025
CCP TASS INCLATHAM, NY—Jan 1FY2025
AIM SERVICES, INC.SARATOGA SPRINGS, NY—Mar 1FY2026
THE COLLEGE OF SAINT ROSEALBANY, NY—Jun 2FY2024
WHISPERING PINES PRESCHOOL, INC.DELANSON, NYMARSHALL&STERLING EMPLOYEE BENEFITSSep 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)

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