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Benefits Intelligence/Broker Directory/Washington

Capital Benefit Services, LLC

Bellevue, WA

Capital Benefit Services, LLC of Bellevue, WA is the broker of record on 10 Form 5500 Schedule A filings covering 6 employer benefit plans, with $3,119,012 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
10
States served
1
Reported commissions
$3,119,012
plan year 2025

Quick answer

Capital Benefit Services, LLC (Bellevue, WA) is the broker of record for 6 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Capital Benefit Services, LLC have?
Capital Benefit Services, LLC is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
Who are Capital Benefit Services, LLC's largest employer clients?
By plan participants, the largest include Mba Group Insurance Trust (13,288 participants), Biaw Health And Welfare Trust (12,407 participants) and Building Industry Insurance Trust (1,578 participants).
How much does Capital Benefit Services, LLC earn in commissions?
Insurers reported $3.1 million in broker commissions paid to Capital Benefit Services, LLC for plan year 2025, per Schedule A Part 1.
Where is Capital Benefit Services, LLC located?
Capital Benefit Services, LLC is based in Bellevue, WA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Capital Benefit Services, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Mba Group Insurance TrustWA13,2882025-12-31
Biaw Health And Welfare TrustWA12,4072025-09-30
Building Industry Insurance TrustWA1,5782025-04-30
3 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.