Form 5500 · Employee benefit plan · NEW YORK, NE
CAPITAL INTEGRATION SYSTEMS
CAPITAL INTEGRATION SYSTEMS of NEW YORK, NE insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through ANTHEM BLUE CROSS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-1330236 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM BLUE CROSS, covers 488 people.
Reported premium across the insured contracts is $5,052,455, with $187,535 in disclosed broker commissions — about 3.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MARSH AND MCLENNAN AGENCY, LLC is the broker of record on 2 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — ANTHEM BLUE CROSS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY and PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY — with ANTHEM BLUE CROSS writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | Health | 488 | December | $4,473,496 | $160,743 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 262 | December | $234,313 | $13,516 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 255 | December | $312,323 | $8,421 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 94 | December | $32,323 | $4,855 |
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