Capital Management Enterprises
Wayne, PA
Capital Management Enterprises of Wayne, PA is the broker of record on 15 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $3,856,929 in reported broker commissions (plan year 2025).
Quick answer
Capital Management Enterprises (Wayne, PA) is the broker of record for 9 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Capital Management Enterprises have?
- Capital Management Enterprises is named as broker on Form 5500 Schedule A filings for 9 distinct plan sponsors in 2 states.
- Who are Capital Management Enterprises's largest employer clients?
- By plan participants, the largest include Amerihealth Caritas Services, LLC (9,909 participants), Essential Utilities, Inc. (3,236 participants) and Mistras Group, Inc. (2,459 participants).
- How much does Capital Management Enterprises earn in commissions?
- Insurers reported $3.9 million in broker commissions and $777,983 in fees paid to Capital Management Enterprises for plan year 2025, per Schedule A Part 1.
- Where is Capital Management Enterprises located?
- Capital Management Enterprises is based in Wayne, PA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Capital Management Enterprises 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 |
|---|---|---|---|
| Amerihealth Caritas Services, LLC | PA | 9,909 | 2025-12-31 |
| Essential Utilities, Inc. | PA | 3,236 | 2025-12-31 |
| Mistras Group, Inc. | NJ | 2,459 | 2025-05-31 |
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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.