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Form 5500 · Employee benefit plan · SAN FRANCISCO, CA

STOCKBRIDGE CAPITAL GROUP, LLC

STOCKBRIDGE CAPITAL GROUP, LLC of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is S B H U LIFE AGENCY INC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 42-1558275 · plan 001 · as of Jul 2026

Participants
200
Carriers on file
2
Disclosed commissions
$20,634
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY205December$20,044
PRINCIPAL LIFE INSURANCE COMPANY205December$590

Questions

Who is STOCKBRIDGE CAPITAL GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, STOCKBRIDGE CAPITAL GROUP, LLC's broker of record is S B H U LIFE AGENCY INC.

What insurance carrier does STOCKBRIDGE CAPITAL GROUP, LLC use?

STOCKBRIDGE CAPITAL GROUP, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does STOCKBRIDGE CAPITAL GROUP, LLC's group plan renew?

The most recent Schedule A policy period for STOCKBRIDGE CAPITAL GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from STOCKBRIDGE CAPITAL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.