Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$648K
- Dental$235K
- Vision$235K
- Other$163K
- Short-term disability$94K
- Life$51K
- +1 more
Sponsor portfolio
CAPITAL SQUARE REALTY ADVISORS, LLC
EIN 46-1281600Latest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$1.2M premiums
Participants
734
4851 LAKE BROOK DRIVE - GLEN ALLEN, VA 23060804-290-7900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 701 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- HCC LIFE INSURANCE COMPANY59%
- AMERITAS LIFE INSURANCE CORP.20%
- LIFE INSURANCE COMPANY OF NORTH AMERICA16%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
75%top
- JAMES A SCOTT & SON INC75%
- SCOTT BENEFIT SERVICES19%
- WATCHTOWER TECHNOLOGIES INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPITAL SQUARE 401(K) PLAN
401k
Assets$8.4M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CAPITAL SQUARE REALTY ADVISORS, LLC EMPLOYEE BENEFITS PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$1.2M
Covered lives701
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL SQUARE 401(K) PLAN | 401k | $8.4M | 377 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CAPITAL SQUARE REALTY ADVISORS, LLC EMPLOYEE BENEFITS PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $1.2M | 701 | 2025 |
Retirement plans
Welfare plans