PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAPITAL INSURANCE HOLDINGS, INC.
Sponsor portfolio

CAPITAL INSURANCE HOLDINGS, INC.

EIN 27-4483283-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
52
PO BOX 15949 - TALLAHASSEE, FL 32317850-386-3100
Plans on this EIN
2 filings
#001401k-$2.2M - 28 part#002ESOP-$1.9M - 24 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • INC. RETIREMENT PLAN (#001)54%
  • EMPLOYEE STOCK OWNERSHIP (#002)46%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)28
  • EMPLOYEE STOCK OWNERSHIP (#002)24
Total 52Click row to drill in

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 INSURANCE HOLDINGS, INC. RETIREMENT PLAN

401k

Assets$2.2M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CAPITAL INSURANCE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.9M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL INSURANCE HOLDINGS, INC. RETIREMENT PLAN401k$2.2M282025
002CAPITAL INSURANCE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.9M242025
Retirement 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