PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAP SERVICES, INC.
Sponsor portfolioTH

CAP SERVICES, INC.

EIN 39-1080897-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$209K premiums
Participants
510
2900 HOOVER RD SUITE A - STEVENS POINT, WI 54481715-343-7500capservices.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$8.7M - 328 part#501Fully Insured-$209K - 223 lives

Benefits portfolio analytics

1 plan / $209K premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$113K
  • Other$85K
  • Life$62K
  • Short-term disability$62K
  • Long-term disability$62K
  • Vision$12K
Total $209K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • DELTA DENTAL OF CALIFORNIA54%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA37%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • ASCENSION WI EAP3%
Total $209K4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • COTTINGHAM & BUTLER91%
  • TRACY KLEIST9%
Total $15K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAP SERVICES, INC. 401(K) PLAN

401k

Assets$8.7M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAP SERVICES, INC. GROUP HEALTH & WELFARE PLAN

Fully Insured - DELTA DENTAL OF WISCONSIN

Premiums$209K
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAP SERVICES, INC. 401(K) PLAN401k$8.7M3282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAP SERVICES, INC. GROUP HEALTH & WELFARE PLANFully InsuredDELTA DENTAL OF WISCONSIN$209K2232025
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