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Benefits Intelligence/Broker Directory/Texas

Capstone Benefit Solutions LLC

Lewisville, TX

Capstone Benefit Solutions LLC of Lewisville, TX is the broker of record on 94 Form 5500 Schedule A filings covering 37 employer benefit plans across 12 states, with $23,715 in reported broker commissions (plan year 2020).

Employer clients
37
distinct plan sponsors
Schedule A filings
94
States served
12
Reported commissions
$23,715
plan year 2020
Reported fees
$424

Employer clients

Plan sponsors naming Capstone Benefit Solutions 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
The Chickasaw NationOK6,6782017-12-31
Rtg Furniture Corp. And AffiliatesFL6,4682017-12-31
Inteplast Group, LtdNJ4,1092015-12-31
34 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.