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Sponsor portfolio

CAPPS, LLC

EIN 39-1271964-legal services-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$334K premiums
Participants
595
300 N. EXECUTIVE DRIVE, SUITE 200 - BROOKFIELD, WI 53005262-789-1100cappsinc.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filings
#001401k-$7.0M - 268 part#501Mewa-$334K - 425 lives

Benefits portfolio analytics

1 plan / $334K premiums / 425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$158K
  • Life$152K
  • Short-term disability$152K
  • Long-term disability$152K
  • Other$152K
  • Vision$24K
Total $334K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • DELTA DENTAL OF CALIFORNIA47%
  • RELIASTAR LIFE INSURANCE COMPANY46%
  • EYEMED VISION CARE7%
Total $334K3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • THE HORTON GROUP84%
  • MARSH & MCLENNAN AGENCY LLC13%
  • ADP, INC.3%
Total $27K3 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

CAPPS, LLC 401(K) PLAN

401k

Assets$7.0M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPPS LLC/RAUSCH STURM LLP HEALTH AND WELFARE BENEFIT PLAN

Mewa - DELTA DENTAL OF WISCONSIN

Premiums$334K
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPPS, LLC 401(K) PLAN401k$7.0M2682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPPS LLC/RAUSCH STURM LLP HEALTH AND WELFARE BENEFIT PLANMewaDELTA DENTAL OF WISCONSIN$334K4252025
Retirement plans
Welfare plans
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