Form 5500 · Employee benefit plan · RALEIGH, NC
CAPFINANCIAL PARTNERS, LLC
Public Form 5500 records show how CAPFINANCIAL PARTNERS, LLC (RALEIGH, NC) structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 8 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0058143 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 1,760 | June | $41,866 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 460 | June | $37,350 |
| STARMOUNT LIFE INSURANCE COMPANY | Vision | 1,312 | June | $22,375 |
| UNUM INSURANCE COMPANY | — | 256 | June | $13,741 |
| UNUM INSURANCE COMPANY | — | 292 | June | $13,102 |
| UNUM INSURANCE COMPANY | — | 303 | June | $7,351 |
| UNUM INSURANCE COMPANY | — | 109 | June | $3,505 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 47 | June | $2,612 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 1,501 | June | $0 |
Questions
Who is CAPFINANCIAL PARTNERS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CAPFINANCIAL PARTNERS, LLC's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does CAPFINANCIAL PARTNERS, LLC use?
CAPFINANCIAL PARTNERS, LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 9 disclosed carriers.
When does CAPFINANCIAL PARTNERS, LLC's group plan renew?
The most recent Schedule A policy period for CAPFINANCIAL PARTNERS, LLC ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CAPFINANCIAL PARTNERS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.