Form 5500 · Employee benefit plan · FT. LAUDERDALE, FL
POTENTIS CAPITAL, LLC
Public Form 5500 records show how POTENTIS CAPITAL, LLC (FT. LAUDERDALE, FL) structures its employee benefits. Its broker of record is WINGATE INSURANCE GROUP, INC.. Coverage is written through BLUE CROSS BLUE SHIELD OF FLORIDA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-4431459 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF FLORIDA | Health | 123 | December | $159,662 |
| METROPOLITAN LIFE INSURANCE | Dental | 130 | December | $17,530 |
| STANDARD INSURANCE COMPANY | Life | 142 | December | $9,950 |
| METROPOLITAN LIFE INSURANCE | Vision | 139 | December | $2,292 |
Questions
Who is POTENTIS CAPITAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, POTENTIS CAPITAL, LLC's broker of record is WINGATE INSURANCE GROUP, INC..
What insurance carrier does POTENTIS CAPITAL, LLC use?
POTENTIS CAPITAL, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD OF FLORIDA, among 4 disclosed carriers.
When does POTENTIS CAPITAL, LLC's group plan renew?
The most recent Schedule A policy period for POTENTIS CAPITAL, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from POTENTIS CAPITAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.