CAPITAL ADVANTAGE
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
92
Active participants
256,258
Total plan assets
$47.4B
Filings (rows)
95
Direct comp
$14.2M
Indirect comp
$0
Aggregating 4 name variants under "CAPITAL ADVANTAGE"
SERVICES PROVIDED
Other64
TPA / Administrator21
Advisor / Consultant4
Insurance3
Top plans served
Showing top 95 of 92 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $13K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $15K |
| THE PERMANENTE MEDICAL GROUP, INC. THE PERMANENTE CONTRIBUTION PLAN OF THE PERMANENTE MEDICAL GROUP, INC. | PLEASANTON, CA | Advisor / Consultant INVESTMENT ADVISOR | 18,553 | $7.0B | $15K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $14K |
| THE PERMANENTE MEDICAL GROUP, INC. THE PERMANENTE CONTRIBUTION PLAN OF THE PERMANENTE MEDICAL GROUP, INC. | OAKLAND, CA | Advisor / Consultant INVESTMENT ADVISOR | 18,002 | $5.9B | $18K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 17,983 | $5.6B | $10K |
| SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP THE 401(K) PLAN FOR PERMANENTE MEDICAL GROUPS | PASADENA, CA | Other NONE | 17,167 | $4.7B | $9K |
| BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK, CA | Other NONE | 337 | $208.6M | $23K |
| BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK, CA | Other NONE | 303 | $181.4M | $20K |
| BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK, CA | Other NONE | 281 | $143.6M | $20K |
| LABORERS LOCAL UNION NO. 158 HEALTH AND WELFARE FUND LABORERS LOCAL UNION NO. 158 HEALTH AND WELFARE PLAN | HARRISBURG, PA | Other NONE | 900 | $64.3M | $425K |
| LABORERS LOCAL UNION NO. 158 HEALTH AND WELFARE FUND LABORERS LOCAL UNION NO. 158 HEALTH AND WELFARE PLAN | HARRISBURG, PA | Other NONE | 731 | $63.0M | $332K |
| LABORERS LOCAL UNION NO. 158 HEALTH AND WELFARE FUND LABORERS LOCAL UNION NO. 158 HEALTH AND WELFARE PLAN | HARRISBURG, PA | Other NONE | 755 | $56.9M | $322K |
| LEHIGH VALLEY ASSOCIATION OF INDEPENDENT COLLEGES LVAIC GROUP HEALTH PLAN | BETHLEHEM, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 1,326 | $8.1M | $388K |
| LEHIGH VALLEY ASSOCIATION OF INDEPENDENT COLLEGES LVAIC GROUP HEALTH PLAN | BETHLEHEM, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 1,317 | $7.4M | $372K |
| LEHIGH VALLEY ASSOCIATION OF INDEPENDENT COLLEGES LVAIC GROUP HEALTH PLAN | BETHLEHEM, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 1,295 | $4.6M | $380K |
| REACH CYBER CHARTER SCHOOL REACH CYBER CHARTER SCHOOL MEDICAL BENEFIT PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | $143K | $231K |
| JOE JURGIELEWICZ & SON, LTD. JOE JURGIELEWICZ & SON, LTD. GROUP MEDICAL PLAN | HAMBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | $62K | $3K |
| ELECTRON ENERGY CORPORATION ELECTRON ENERGY CORPORATION GROUP INSURANCE PLAN | LANDISVILLE, PA | Other ADMIN | 170 | — | $28K |
| ELECTRON ENERGY CORPORATION ELECTRON ENERGY CORPORATION GROUP INSURANCE PLAN | LANDISVILLE, PA | Other ADMIN | 116 | — | $69K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS WELFARE BENEFIT PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 2,277 | — | $958K |
| CLEARLY CLEAN PRODUCTS, LLC CLEARLY CLEAN PRODUCTS, LLC GROUP MEDICAL PLAN | ORWIGSBURG, PA | Other ADMIN | 132 | — | $9K |
| BOYER'S FOOD MARKETS, INC. BOYER'S FOOD MARKETS, INC. EMPLOYEE BENEFIT PLAN | ORWIGSBURG, PA | Other ADMIN | 433 | — | $210K |
| EUROFINS NSC US, INC. EUROFINS NSC US, INC. BENEFIT PLAN | LEOLA, PA | TPA / Administrator CONTRACT ADMIN | 12,450 | — | $5.9M |
| COBYS FAMILY SERVICES COBYS FAMILY SERVICES EMPLOYEE BENEFIT PLAN | LANCASTER, PA | Other ADMIN | 60 | — | $29K |
| CAMBRIDGE-LEE INDUSTRIES, LLC CAMBRIDGE-LEE INDUSTRIES, LLC HEALTH PLAN | READING, PA | Other ADMIN | 474 | — | $8K |
| SERVICE ELECTRIC TELEVISION, INC. SERVICE ELECTRIC TELEVISION, INC. HEALTH PLAN | BETHLEHEM, PA | Other ADMIN | 438 | — | -$827K |
| MCNEES WALLACE & NURICK LLC MCNEES WALLACE & NURICK EMPLOYEE WELFARE BENEFIT PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 295 | — | -$91K |
| SFS GROUP USA, INC SFS GROUP USA, INC. HEALTH AND WELFARE BENEFIT PLAN | WYOMISSING, PA | Other MEDICAL/RX ADMIN | 824 | — | -$166K |
| CENTRAL PENNSYLVANIA FOOD BANK CENTRAL PENNSYLVANIA FOOD BANK EMPLOYEE BENEFIT PLAN | HARRISBURG, PA | Other ADMIN | 155 | — | $904K |
| BEST LINE LEASING, INC. BEST LINE LEASING, INC. EMPLOYEE BENEFIT PLAN | STATE COLLEGE, PA | Other ADMIN | 854 | — | $188K |
| JUST BORN, INC. JUST BORN, INC. EMPLOYEE BENEFIT PLAN | BETHLEHEM, PA | Other ADMIN | 554 | — | -$480K |
| STEINMAN COMMUNICATIONS STEINMAN ENTERPRISES GROUP INSURANCE PLAN | LANCASTER, PA | Other ADMIN | 153 | — | $97K |
| BANK OF BIRD-IN-HAND BANK OF BIRD-IN-HAND ERISA WRAP PLAN | BIRD IN HAND, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 150 | — | $9K |
| EICHELBERGER CONSTRUCTION, INC. EICHELBERGER CONSTRUCTION, INC. - FBP FLEXIBLE BENEFIT PLAN | DILLSBURG, PA | Other ADMIN | 163 | — | $28K |
| KIDSPEACE CORPORATION KIDSPEACE CORPORATION EMPLOYEE BENEFITS PLAN | SCHNECKSVILLE, PA | Other ADMIN | 1,033 | — | -$707K |
| BENCHMARK CONSTRUCTION COMPANY, INC BENCHMARK CONSTRUCTION COMPANY, INC. EMPLOYEE BENEFIT PLAN | BROWNSTOWN, PA | Other ADMIN | 203 | — | -$24K |
| SFS GROUP USA, INC SFS GROUP USA, INC. HEALTH AND WELFARE BENEFIT PLAN | WYOMISSING, PA | Other MEDICAL/RX ADMIN | 829 | — | -$330K |
| SFS GROUP USA, INC SFS GROUP USA, INC. HEALTH AND WELFARE BENEFIT PLAN | WYOMISSING, PA | Other MEDICAL/RX ADMIN | 843 | — | -$243K |
| BENTON FOUNDRY, INC. BENTON FOUNDRY GROUP HEALTH PLANS | BENTON, PA | Other ADMIN | 185 | — | $0 |
| EICHELBERGER CONSTRUCTION, INC. EICHELBERGER CONSTRUCTION, INC. - FBP FLEXIBLE BENEFIT PLAN | DILLSBURG, PA | Other ADMIN | 199 | — | $22K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS RETIREE MEDICAL PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | — | $32K |
| WOODSTREAM CORPORATION WOODSTREAM CORPORATION FLEXIBLE BENEFIT PLAN | LANCASTER, PA | Other MED & RX ADMIN | 521 | — | $137K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS WELFARE BENEFIT PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 2,248 | — | $840K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS RETIREE MEDICAL PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | — | $35K |
| CLAIR GLOBAL CORPORATION CLAIR GLOBAL CORPORATION GROUP INSURANCE PLAN | LITITZ, PA | Other ADMIN | 1,038 | — | $475K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS RETIREE MEDICAL PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | — | $22K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS MEDICAL AND LIFE INSURANCE PLAN FOR DISABLED FORMER EMPLOYEES | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 27 | — | $8K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS MEDICAL AND LIFE INSURANCE PLAN FOR DISABLED FORMER EMPLOYEES | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 28 | — | $6K |
| FURMAN FOODS, INC. FURMAN FOODS, INC. EMPLOYEE BENEFIT PLAN | NORTHUMBERLAND, PA | Other ADMIN | 257 | — | -$62K |
| HARPOINT HOLDINGS, INC. HARPOINT HOLDINGS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN | MILLERSBURG, PA | Other ADMINISTRATOR | 178 | — | $22K |
| BALLY RIBBON MILLS INC GROUP MEDICAL POLICY OF BALLY RIBBON MILLS | BALLY, PA | Other | 193 | — | $124K |
| FURMAN FOODS, INC. FURMAN FOODS, INC. EMPLOYEE BENEFIT PLAN | NORTHUMBERLAND, PA | Other ADMIN | 282 | — | -$120K |
| D.L. GEORGE & SONS CONSTRUCTION COMPANY D.L. GEORGE & SONS EMPLOYEE INSURANCE BENEFITS PLAN | WAYNESBORO, PA | Other ADMIN | 231 | — | -$9K |
| HARPOINT HOLDINGS, INC. HARPOINT HOLDINGS, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN | MILLERSBURG, PA | Other ADMINISTRATOR | 483 | — | $22K |
| EVANS NETWORK SERVICES, INC. EVANS NETWORK SERVICES, INC. EMPLOYEE BENEFIT PLAN | SCHUYLKILL HAVEN, PA | Other ADMIN | 975 | — | -$19K |
| ENTECH ENGINEERING, INC. ENTECH ENGINEERING, INC. EMPLOYEE BENEFIT PLAN | READING, PA | Insurance CARRIER | 127 | — | $61K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS WELFARE BENEFIT PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 2,277 | — | $9K |
| VOLVO GROUP NORTH AMERICA LLC VOLVO WELFARE BENEFIT PLAN | GREENSBORO, NC | Other NONE | 12,900 | — | $8K |
| PALRAM AMERICAS INC PALRAM AMERICAS INC EMPLOYEE BENEFITS PLAN | KUTZTOWN, PA | Other ADMIN | 171 | — | -$101K |
| CENTRAL PENNSYLVANIA FOOD BANK CENTRAL PENNSYLVANIA FOOD BANK EMPLOYEE BENEFIT PLAN | HARRISBURG, PA | Other ADMIN | 163 | — | $930K |
| D.L. GEORGE & SONS CONSTRUCTION COMPANY D.L. GEORGE & SONS EMPLOYEE INSURANCE BENEFITS PLAN | WAYNESBORO, PA | Other ADMIN | 206 | — | -$1K |
| JEROME H. RHOADS, INC. JEROME H. RHOADS, INC. GROUP INSURANCE PLAN | LANCASTER, PA | Other ADMIN | 153 | — | $6K |
| PHOENIX TUBE COMPANY INC. PHOENIX TUBE CO INC. HEALTH AND WELFARE PLAN | BETHLEHEM, PA | Other ADMIN | 213 | — | $0 |
| ROBSON FORENSIC, INC. ROBSON FORENSIC, INC. MEDICAL BENEFIT PLAN | LANCASTER, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 94 | — | $0 |
| FAMILY FIRST HEALTH FAMILY FIRST HEALTH WELFARE BENEFIT PLAN | YORK, PA | Insurance CARRIER | 226 | — | $186K |
| ROBSON FORENSIC, INC. ROBSON FORENSIC, INC. MEDICAL BENEFIT PLAN | LANCASTER, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 88 | — | $0 |
| PHOENIX TUBE COMPANY INC. PHOENIX TUBE CO INC. HEALTH AND WELFARE PLAN | BETHLEHEM, PA | Other ADMIN | 208 | — | -$71K |
| EVANS NETWORK SERVICES, INC. EVANS NETWORK SERVICES, INC. EMPLOYEE BENEFIT PLAN | SCHUYLKILL HAVEN, PA | Other ADMIN | 574 | — | -$47K |
| ROBSON FORENSIC, INC. ROBSON FORENSIC, INC. MEDICAL BENEFIT PLAN | LANCASTER, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 95 | — | $0 |
| FAMILY FIRST HEALTH FAMILY FIRST HEALTH WELFARE BENEFIT PLAN | YORK, PA | Insurance CARRIER | 217 | — | $52K |
| C.F. MARTIN & CO., INC. C.F. MARTIN & CO., INC. HEALTH & WELFARE BENEFIT PLAN | NAZARETH, PA | Other ADMIN | 476 | — | -$517K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS MEDICAL AND LIFE INSURANCE PLAN FOR DISABLED FORMER EMPLOYEES | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 27 | — | $8K |
| ACNB BANK ACNB BANK GROUP INSURANCE PLAN | GETTYSBURG, PA | Other ADMIN | 305 | — | $30K |
| EUROFINS NSC US, INC. EUROFINS HEALTH AND WELLNESS PLAN | LEOLA, PA | TPA / Administrator CONTRACT ADMIN | 12,997 | — | $3.5M |
| GEO. W. KISTLER, INC. KISTLER O'BRIEN FIRE PROTECTION HEALTH AND WELFARE PLAN | BETHLEHEM, PA | Other ADMIN | 197 | — | $59K |
| DAS COMPANIES, INC. DAS COMPANIES, INC. WELFARE BENEFIT PLAN | ELIZABETHTOWN, PA | Other MED ADMIN | 381 | — | $131K |
| RETTEW ASSOCIATES, INC. RETTEW ASSOCIATES, INC. GROUP LIFE AD&D LTD DENTAL HEALTH PLAN | LANCASTER, PA | Other ADMIN | 258 | — | $6K |
| RETTEW ASSOCIATES, INC. RETTEW ASSOCIATES, INC. GROUP LIFE AD&D LTD DENTAL HEALTH PLAN | LANCASTER, PA | Other ADMIN | 261 | — | $7K |
| RETTEW ASSOCIATES, INC. RETTEW ASSOCIATES, INC. GROUP LIFE AD&D LTD DENTAL HEALTH PLAN | LANCASTER, PA | Other ADMIN | 278 | — | -$17K |
| DONSCO, INC. DONSCO, INC. EMPLOYEE WELFARE PLAN | WRIGHTSVILLE, PA | Other ADMIN | 432 | — | $2.3M |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS RETIREE MEDICAL PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | — | $34K |
| QUALITY CUSTOM CABINETRY, INC. QUALITY CUSTOM CABINETRY, INC. HEALTH & MEDICAL BENEFITS PLAN | NEW HOLLAND, PA | Other ADMIN | 109 | — | -$22K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS RETIREE MEDICAL PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 0 | — | $46K |
| SCHLOUCH INCORPORATED SCHLOUCH INCORPORATED EMPLOYEE BENEFIT PLAN | BLANDON, PA | Other ADMIN | 249 | — | -$269K |
| BENTON FOUNDRY, INC. BENTON FOUNDRY GROUP HEALTH PLANS | BENTON, PA | Other ADMIN | 167 | — | $88K |
| BENTON FOUNDRY, INC. BENTON FOUNDRY GROUP HEALTH PLANS | BENTON, PA | Other ADMIN | 165 | — | $90K |
| CAPITAL BLUE CROSS CAPITAL BLUE CROSS WELFARE BENEFIT PLAN | HARRISBURG, PA | TPA / Administrator CONTRACT ADMINISTRATOR | 2,282 | — | $972K |
| R. F. FAGER COMPANY R. F. FAGER COMPANY HEALTH & WELFARE BENEFIT PLAN | CAMP HILL, PA | Other ADMIN | 140 | — | -$51K |
| EUROFINS NSC US, INC. EUROFINS HEALTH AND WELLNESS PLAN | LEOLA, PA | Other MED/RX ADMIN | 12,613 | — | -$2.9M |
| HENRY MOLDED PRODUCTS, INC. HENRY MOLDED PRODUCTS, INC. WELFARE BENEFIT PLAN | LEBANON, PA | Other ADMIN | 69 | — | -$17K |
| ALVERNIA UNIVERSITY ALVERNIA UNIVERSITY MEDICAL BENEFIT PLAN | READING, PA | Other MED/RX PPO FEES/COMM | 306 | — | -$77K |
| GEO. W. KISTLER, INC. KISTLER O'BRIEN FIRE PROTECTION HEALTH AND WELFARE PLAN | BETHLEHEM, PA | Other ADMIN | 170 | — | $66K |
| D L MARTIN CO. D L MARTIN CO GROUP HEALTH PLAN | MERCERSBURG, PA | Other ADMIN | 163 | — | -$34K |
| UNIVERSAL PROJECTS, INC. T/A ACE DISTRIBUTING UNIVERSAL PROJECTS, INC. T/A ACE DISTRIBUTING EMPLOYEE BENEFIT PLAN | WRIGHTSVILLE, PA | Other ADMIN | 116 | — | -$16K |