PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAPSTONE HOSPICE, LLC
Sponsor portfolio

CAPSTONE HOSPICE, LLC

EIN 47-4369754-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$775K premiums
Participants
293
5550 PEACHTREE PARKWAY, SUITE 150 - PEACHTREE CORNERS, GA 30092770-558-6202capstonehospice.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$3.5M - 145 part#501Mixed-$775K - 146 lives

Benefits portfolio analytics

1 plan / $775K premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$488K
  • Dental$250K
  • Vision$250K
  • Life$250K
  • Short-term disability$250K
  • Long-term disability$250K
  • +1 more
Total $775K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • WESTPORT INSURANCE CORPORATION63%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA32%
  • BANKERS FIDELITY LIFE INSURANCE COMPANY5%
Total $775K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • PATRIOT GROWTH INSURANCE SERVICES60%
  • INTREPID ATLANTA40%
Total $64K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAPSTONE HOSPICE, LLC 401(K) PLAN

401k

Assets$3.5M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPSTONE HOSPICE, LLC WELFARE BENEFIT PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.

Premiums$775K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAPSTONE HOSPICE, LLC 401(K) PLAN401k$3.5M1452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPSTONE HOSPICE, LLC WELFARE BENEFIT PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.$775K1462025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica