The Capital LLC
Bethesda, MD
The Capital LLC of Bethesda, MD is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $2,995 in reported broker commissions (plan year 2025).
Quick answer
The Capital LLC (Bethesda, MD) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Capital LLC have?
- The Capital LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are The Capital LLC's largest employer clients?
- By plan participants, the largest include Patricio Enterprises, Inc. (280 participants) and Dynamic Concepts, Inc. (139 participants).
- How much does The Capital LLC earn in commissions?
- Insurers reported $2,995 in broker commissions paid to The Capital LLC for plan year 2025, per Schedule A Part 1.
- Where is The Capital LLC located?
- The Capital LLC is based in Bethesda, MD and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Capital LLC 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 |
|---|---|---|---|
| Patricio Enterprises, Inc. | VA | 280 | 2024-12-31 |
| Dynamic Concepts, Inc. | DC | 139 | 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.