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  2. Capin Crouse
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Capin Crouse

EIN 36-3990892-Latest filing 2025
Plans
4
Retirement
1
$26.2M assets
Health & Benefits
3
$642K premiums
Participants
290
345 MASSACHUSETTS AVE, SUITE 300 - INDIANAPOLIS, IN 46204463-307-9476
Plans on this EIN
4 filings
#001401(k)-$26.2M - 290 part#501Fully insured-$615K - 0 lives#503Fully insured-$24K - 0 lives#502Fully insured-$3K - 0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $642K premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$615K
  • Dental$530K
  • Life$24K
  • Other$24K
  • Short-term disability$20K
  • Long-term disability$20K
  • +1 more
Total $642K7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN

401(k)

Assets$26.2M
Participants290
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CAPIN CROUSE LLP MEDICAL PLAN

Fully insured - AETNA LIFE INSURANCE CO.

Premiums$615K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

CAPIN CROUSE LLP LIFE INSURANCE PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$24K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

CAPIN CROUSE LLP VISION PLAN

Fully insured - STARMOUNT LIFE INSURANCE COMPANY

Premiums$3K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN401(k)$26.2M2902024
  • CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN$26.2M
    #001 · 401(k) · 2024290

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CAPIN CROUSE LLP MEDICAL PLANFully insuredAETNA LIFE INSURANCE CO.$615K02025
#503CAPIN CROUSE LLP LIFE INSURANCE PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$24K02025
#502CAPIN CROUSE LLP VISION PLANFully insuredSTARMOUNT LIFE INSURANCE COMPANY$3K02025
  • CAPIN CROUSE LLP MEDICAL PLAN$615K
    #501 · Fully insured · AETNA LIFE INSURANCE CO. · 20250
  • CAPIN CROUSE LLP LIFE INSURANCE PLAN$24K
    #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 20250
  • CAPIN CROUSE LLP VISION PLAN$3K
    #502 · Fully insured · STARMOUNT LIFE INSURANCE COMPANY · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
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