Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$246K
- Short-term disability$246K
- Long-term disability$246K
- Other$246K
- Dental$169K
- Vision$31K
Sponsor portfolioTH
CAPRI COMMUNITIES, LLC
EIN 39-2030637hospital & health careLatest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$446K premiums
Participants
1,507
20875 CROSSROADS CIRCLE, SUITE 400 - WAUKESHA, WI 53186262-798-1224capricommunities.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $446K premiums / 596 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
- UNITEDHEALTHCARE INSURANCE COMPANY38%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPRI SENIOR COMMUNITIES RETIREMENT PLAN
401k
Assets$9.1M
Participants911
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPRI SENIOR COMMUNITIES HEALTH & WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$446K
Covered lives596
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPRI SENIOR COMMUNITIES RETIREMENT PLAN | 401k | $9.1M | 911 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPRI SENIOR COMMUNITIES HEALTH & WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $446K | 596 | 2025 |
Retirement plans
Welfare plans