Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$86K
- Dental$74K
- Vision$74K
- Life$58K
- Short-term disability$27K
- Long-term disability$27K
Sponsor portfolio
CAPSTONE EDUCATION GROUP, INC.
EIN 45-4885204primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$227K assets
Welfare
1
$188K premiums
Participants
213
320 CARPENTER STREET - MEMPHIS, TN 38112901-416-9569capstoneeducationgroup.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $188K premiums / 263 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA60%
- BLUE CROSS OF CALIFORNIA40%
Broker market share
Schedule A broker compensation
64%top
- GROUP BENEFITS LTD64%
- TIMOTHY J. FINNELL19%
- THE CASON GROUP INC17%
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 EDUCATION GROUP 401(K) PLAN
401k
Assets$227K
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPSTONE EDUCATION GROUP HEALTH & WELFARE BENEFIT PLAN
Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC
Premiums$188K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPSTONE EDUCATION GROUP 401(K) PLAN | 401k | $227K | 38 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPSTONE EDUCATION GROUP HEALTH & WELFARE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF TENNESSEE, INC | $188K | 263 | 2025 |
Retirement plans
Welfare plans