Capital Financial Plc
Scottsdale, AZ
Capital Financial Plc of Scottsdale, AZ is the broker of record on 15 Form 5500 Schedule A filings covering 12 employer benefit plans across 6 states, with $661,983 in reported broker commissions (plan year 2025).
Quick answer
Capital Financial Plc (Scottsdale, AZ) is the broker of record for 12 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Capital Financial Plc have?
- Capital Financial Plc is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 6 states.
- Who are Capital Financial Plc's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Gelfand, Rennert And Feldman, LLC (619 participants) and Christian Care Management, Inc. (547 participants).
- How much does Capital Financial Plc earn in commissions?
- Insurers reported $661,983 in broker commissions and $24,394 in fees paid to Capital Financial Plc for plan year 2025, per Schedule A Part 1.
- Where is Capital Financial Plc located?
- Capital Financial Plc is based in Scottsdale, AZ and has employer clients in 6 states.
- How does Capital Financial Plc rank among benefits brokers in Arizona?
- Capital Financial Plc ranks #46 by employer clients among the 50 most active benefits brokers based in Arizona.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Capital Financial Plc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Gelfand, Rennert And Feldman, LLC | CA | 619 | 2025-12-31 |
| Christian Care Management, Inc. | AZ | 547 | 2026-02-28 |
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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.