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Sponsor portfolio

CAPSTONE LOGISTICS, LLC

EIN 45-3087555-logistics and supply chain-Latest filing 2024
Plans
2
Retirement
1
$50.3M assets
Welfare
1
$18.9M premiums
Participants
27,929
30 TECHNOLOGY PARKWAY SOUTH, STE 200 - PEACHTREE CORNERS, GA 30092470-359-7071capstonelogistics.comLinkedIn10001+ employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$50.3M - 11,992 part#508Fully Insured-$18.9M - 14,932 lives

Benefits portfolio analytics

1 plan / $18.9M premiums / 14,932 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.9M
  • Dental$15.9M
  • Prescription drug$15.9M
  • Other$2.8M
  • Life$2.4M
  • Short-term disability$2.4M
  • +2 more
Total $18.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • AETNA LIFE INSURANCE COMPANY84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • EYEMED VISION CARE1%
Total $18.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $1.3M1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAPSTONE 401(K) PLAN

401k

Assets$50.3M
Participants11,992
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CAPSTONE LOGISTICS, LLC WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$18.9M
Covered lives14,932
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPSTONE 401(K) PLAN401k$50.3M11,9922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CAPSTONE LOGISTICS, LLC WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$18.9M14,9322024
Retirement plans
Welfare plans
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