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Sponsor portfolio

CAPANO MANAGEMENT COMPANY

EIN 51-0324955-real estate-Latest filing 2025
Plans
3
Retirement
1
$11.6M assets
Welfare
2
$1.3M premiums
Participants
796
105 FOULK ROAD - WILMINGTON, DE 19803302-429-8700capanoresidential.comLinkedIn1-10 employeesreal estate
Plans on this EIN
3 filings
#001401k-$11.6M - 396 part#501Mixed-$1.0M - 239 lives#502Fully Insured-$256K - 239 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 478 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$969K
  • Dental$97K
  • Other$88K
  • Short-term disability$84K
  • Life$80K
  • Long-term disability$67K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • HM LIFE INSURANCE COMPANY74%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY26%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • PATRIOT GROWTH INSURANCE SERVICES69%
  • JAMES R NELLIGAN & ASSOCIATES LLC31%
Total $55K2 slices

Plan deep-dives

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

CAPANO MANAGEMENT COMPANY 401(K) PLAN

401k

Assets$11.6M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPANO MANAGEMENT COMPANY EMPLOYEE BENEFITS PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CAPANO MANAGEMENT COMPANY GROUP INSURANCE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$256K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPANO MANAGEMENT COMPANY 401(K) PLAN401k$11.6M3962024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPANO MANAGEMENT COMPANY EMPLOYEE BENEFITS PLANMixedHM LIFE INSURANCE COMPANY$1.0M2392025
502CAPANO MANAGEMENT COMPANY GROUP INSURANCE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$256K2392025
Retirement plans
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