Form 5500 · Employee benefit plan · NEW YORK, NE
CAPITAL INTEGRATION SYSTEMS
The filing calls this plan CAPITAL INTEGRATION SYSTEMS HEALTH AND WELFARE PLAN.
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 · plan year 2025, filed Jul 15, 2026
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586 other employer plans in Nebraska have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
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, including ANTHEM BLUE CROSS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY and PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY. ANTHEM BLUE CROSS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | Health | 488 | Jan 1, 2026 | $4,473,496 | $160,743 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life, Disability | 262 | Jan 1, 2026 | $234,313 | $13,516 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision | 255 | Jan 1, 2026 | $312,323 | $8,421 |
| PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | — | 94 | Jan 1, 2026 | $32,323 | $4,855 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
586 other employer plans in Nebraska are January 1 renewals (policy year ends December).
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