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
Sponsor portfolio
CAPIN CROUSE
EIN 36-3990892Latest filing 2025
Plans
4
Retirement
1
$26.2M assets
Welfare
3
$642K premiums
Participants
290
345 MASSACHUSETTS AVE, SUITE 300 - INDIANAPOLIS, IN 46204463-307-9476
Benefits portfolio analytics
3 plans / $642K premiums / 0 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- AETNA LIFE INSURANCE COMPANY83%
- FIDELITY SECURITY LIFE INSURANCE COMPANY13%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- STARMOUNT LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
76%top
- NFP INSURANCE SERVICES INC76%
- DSM FINANCIAL LLC24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN
401k
Assets$26.2M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPIN CROUSE LLP MEDICAL PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$615K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CAPIN CROUSE LLP LIFE INSURANCE PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$24K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CAPIN CROUSE LLP VISION PLAN
Fully Insured - STARMOUNT LIFE INSURANCE COMPANY
Premiums$3K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | 401k | $26.2M | 290 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPIN CROUSE LLP MEDICAL PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $615K | 0 | 2025 | |
| 503 | CAPIN CROUSE LLP LIFE INSURANCE PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $24K | 0 | 2025 | |
| 502 | CAPIN CROUSE LLP VISION PLAN | Fully Insured | STARMOUNT LIFE INSURANCE COMPANY | $3K | 0 | 2025 |
Retirement plans
Welfare plans