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Benefits Intelligence/Broker Directory/New York

Capital One Agency LLC

Melville, NY

Capital One Agency LLC of Melville, NY is the broker of record on 113 Form 5500 Schedule A filings covering 25 employer benefit plans across 4 states, with $1,506,766 in reported broker commissions (plan year 2019).

Employer clients
25
distinct plan sponsors
Schedule A filings
113
States served
4
Reported commissions
$1,506,766
plan year 2019
Reported fees
$51,633

Employer clients

Plan sponsors naming Capital One Agency 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
Associated Terminals, L.L.C.LA6222017-12-31
Champion Industries, Inc.WV5792011-12-31
Board Of Trustees Ssoba Defined ContributionNY4322015-12-31
22 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.