General Agency

Benefitmall is a general agency. Through our partnership, Capacity Benefits and Financial Services gains access to the nation’s most vast portfolio of benefits, products and services. Benefitmall collaborates with more than 125 carriers nationwide and more than 1,000 employees.

Trust Financial Services, LLC is a dedicated brokerage general agency. They pride themselves on being able to provide complete solutions for a client’s Life insurance needs. Trust Financial works hard to make sure that their clients have the combination of a well-rated insurance company with the right product, in addition to careful consideration to underwriting. They offer their advisors and planners specialized case design and impaired risk underwriting support.

Payroll & Human Resources

This strategic partnership is designed to ensure optimal service & support, seamless execution on all strategies and services, a single experience and a comprehensive service team to quickly address any and all of your needs.

Paylocity is an industry leader developing cloud-based payroll and human capital management software solutions for medium-sized organizations. They offer comprehensive and easy-to-use solutions that enable our clients to manage their workforces more effectively.

FSA, HRA, & ERISA Compliance

Gente brings Fortune 500-style benefits to all groups, small or large, through administration of Flexible Spending Accounts, Health Reimbursement Arrangements, COBRA, HR Consulting, ERISA Compliance and much more.

With a team of highly trained Account Representatives, a Benefit Attorney, and a Certified Benefits Specialist, Clarity performs administrative services for more than 1,000 plans representing in excess of 250,000 employees.

ACA Compliance

Navigate HCR takes the difficulty out of navigating through mandatory ACA Compliance. Their philosophy is not one size fits all when addressing compliance. Navigate HCR allows groups to focus on their core business while they address the complexity of ACA compliance.

Professional Employer Organizations (PEO)

Extensis is one of the largest Professional Employer Organizations (PEOs) in the U.S. and the fastest-growing PEO in the Northeast. Extensis is comprised of a team of experts who are committed to simplifying HR for small and medium-sized companies across a wide range of industries. They value personalized effective HR and benefits services by knowledgeable, passionate people.

Through partnerships with major medical insurance carriers, Engage provides a full suite of benefits and benefits administration services to clients, including comprehensive and competitive major medical insurance and a 401(k) program. Engage’s human resource delivery team is unique in the PEO industry, pairing the people skills of HR professionals with the technical and strategic savvy of legal professionals. The Engage HR field delivery team is comprised entirely of attorneys.

Third Party Administrator

UMR is the only TPA that offers the UnitedHealthcare Network. As a UnitedHealthcare company, UMR has access to significant network discounts from the broadest network in the country using powerful technology that allows them to easily comply with state and federal mandates. In the evolving world of health care, UMR is a sophisticated partner that understands the marketplace and provides innovative responses to new regulations, industry trends and customers’ changing needs. UMR is a great solution for all self-funded organizations.

Private Healthcare Exchanges

Maxwell Health simplifies benefits and HR for small-to-mid-sized employers. The platform includes a marketplace that makes buying benefits intuitive for employees, tools that automate benefits and HR, and a mobile app that makes using benefits easy. Get all the advantages of a private exchange with the flexibility of a true marketplace.

Actuarial Services for Retirement Plans

The process of starting or maintaining a retirement plan can seem daunting with so many possible paths to take and features to consider. On top of that, the rules and regulations that govern these plans can be quite involved as is the required documentation and process to demonstrate compliance. It helps to have the support of a truly expert team that can guide you every step of the way and ease the process to avoid unnecessary costs and complication.

Associated Pension is a New York-based Third Party Administration Company, providing administrative services for 401(k) and other Qualified Retirement Plans since 1995. The Company is employee owned and customer driven, having built strong liaisons and relationships with selected Financial Advisors and Investment Companies enabling them to offer clients a solid and resourceful network that takes care of all aspects of a firm’s retirement plan.

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Capacity Benefits & Financial Services Group, LLC is not affiliated with SagePoint Financial, Inc or registered as a broker dealer or investment advisor.
Capacity Benefits & Financial Services Group, LLC or SagePoint Financial, Inc. are not affiliated with any of the above-named entities.

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