Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$401K
- Other$80K
- Dental$76K
- Life$43K
- Long-term disability$43K
- Vision$13K
Sponsor portfolio
CAPSTONE COLLEGIATE COMMUNITIES, LLC
EIN 45-3600200real estateLatest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$569K premiums
Participants
203
431 OFFICE PARK DRIVE - BIRMINGHAM, AL 352232411205-414-6400capstonelifestylecommunities.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $569K premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- HCC LIFE INSURANCE COMPANY70%
- BLUE CROSS OF CALIFORNIA13%
- HARTFORD LIFE AND ACCIDENT8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- VISION SERVICE PLAN2%
- +1 more
Broker market share
Schedule A broker compensation
93%top
- MARSH & MCLENNAN AGENCY LLC93%
- GEORGE G NOLEN7%
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 COLLEGIATE COMMUNITIES, LLC 401(K) SAVINGS PLAN
401k
Assets$17.6M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
CAPSTONE COLLEGIATE COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$569K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPSTONE COLLEGIATE COMMUNITIES, LLC 401(K) SAVINGS PLAN | 401k | $17.6M | 92 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | CAPSTONE COLLEGIATE COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $569K | 210 | 2025 |
Retirement plans
Welfare plans