PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAPITAL CITY HOME LOANS
Sponsor portfolio

CAPITAL CITY HOME LOANS

EIN 20-5356781-financial services-Latest filing 2024
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$277K premiums
Participants
217
50 CHASTAIN CENTER BLVD - KENNESAW, GA 30144770-822-2099cchl.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$17.3M - 217 part#502Mixed-$277K - 166 lives

Benefits portfolio analytics

1 plan / $277K premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$165K
  • Life$137K
  • Short-term disability$137K
  • Long-term disability$137K
  • Dental$112K
  • Vision$112K
Total $277K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY40%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $277K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • STERLING SEACREST PRITCHARD, INC.100%
  • ASHFORD ADVISORS INC0%
Total $40K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAPITAL CITY HOME LOANS 401(K) PLAN

401k

Assets$17.3M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CAPITAL CITY HOME LOANS WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$277K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL CITY HOME LOANS 401(K) PLAN401k$17.3M2172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CAPITAL CITY HOME LOANS WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$277K1662024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica