Benefits brokerage · 2 offices
CAPITAL FINANCIAL PLC
CAPITAL FINANCIAL PLC is named as the broker of record on 16 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| SCOTTSDALE | AZ | 15 |
| CAMAS | WA | 1 |
Book profile
CAPITAL FINANCIAL PLC brokers 16 insured contracts for 10 employers, across 5 states, led by WA, AZ, OR.
Life is the largest line (6 contracts), followed by dental (5), vision (5), disability (5).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 44%); PRINCIPAL LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 31% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 6 · dental 5 · vision 5 · disability 5 · health 3
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| VIGILANT GROUP BENEFITS TRUST | MUKILTEO, WA | CAMAS, WA | REGENCE BLUECROSS BLUESHIELD OF OREGON | Jan 1FY2024 |
| COGDALL CONSTRUCTION DBA CONTRACT FURNISHINGS MART | TIGARD, OR | SCOTTSDALE, AZ | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2025 |
| GELFAND, RENNERT AND FELDMAN, LLC | LOS ANGELES, CA | SCOTTSDALE, AZ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| CHRISTIAN CARE MANAGEMENT, INC. | PHOENIX, AZ | SCOTTSDALE, AZ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Mar 1FY2025 |
| ROUTE 66 MOTORSPORTS, LLC | KINGMAN, AZ | SCOTTSDALE, AZ | METROPOLITAN LIFE INSURANCE COMPANY | Jul 1FY2025 |
more employers in CAPITAL FINANCIAL PLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)