Capstone Benefits Group Inc
Indianapolis, IN
Capstone Benefits Group Inc of Indianapolis, IN is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $16,424 in reported broker commissions (plan year 2025).
Quick answer
Capstone Benefits Group Inc (Indianapolis, IN) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Capstone Benefits Group Inc have?
- Capstone Benefits Group Inc is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
- Who are Capstone Benefits Group Inc's largest employer clients?
- By plan participants, the largest include Together Sc (428 participants), Kansas City Metropolitan Physician Association, LLC (167 participants) and Citizens Bank (126 participants).
- How much does Capstone Benefits Group Inc earn in commissions?
- Insurers reported $16,424 in broker commissions and $11,183 in fees paid to Capstone Benefits Group Inc for plan year 2025, per Schedule A Part 1.
- Where is Capstone Benefits Group Inc located?
- Capstone Benefits Group Inc is based in Indianapolis, IN and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Capstone Benefits Group 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 |
|---|---|---|---|
| Together Sc | SC | 428 | 2025-12-31 |
| Kansas City Metropolitan Physician Association, LLC | MO | 167 | 2024-12-31 |
| Citizens Bank | IN | 126 | 2025-04-30 |
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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.