Capital Financial Strategies Inc
Lubbock, TX
Capital Financial Strategies Inc of Lubbock, TX is the broker of record on 14 Form 5500 Schedule A filings covering 11 employer benefit plans across 7 states, with $25,756 in reported broker commissions (plan year 2025).
Quick answer
Capital Financial Strategies Inc (Lubbock, TX) is the broker of record for 11 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Capital Financial Strategies Inc have?
- Capital Financial Strategies Inc is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 7 states.
- Who are Capital Financial Strategies Inc's largest employer clients?
- By plan participants, the largest include Loloi Inc. (567 participants), Lone Star Beef Processors, Lp (503 participants) and Champion, Inc (265 participants).
- How much does Capital Financial Strategies Inc earn in commissions?
- Insurers reported $25,756 in broker commissions and $3,659 in fees paid to Capital Financial Strategies Inc for plan year 2025, per Schedule A Part 1.
- Where is Capital Financial Strategies Inc located?
- Capital Financial Strategies Inc is based in Lubbock, TX and has employer clients in 7 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Capital Financial Strategies Inc 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 |
|---|---|---|---|
| Loloi Inc. | TX | 567 | 2025-12-31 |
| Lone Star Beef Processors, Lp | TX | 503 | 2025-12-31 |
| Champion, Inc | MI | 265 | 2025-12-31 |
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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.