PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAPEL, INCORPORATED
Sponsor portfolio

CAPEL, INCORPORATED

EIN 56-0651989-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$33K premiums
Participants
206
831 NORTH MAIN STREET - TROY, NC 27371910-572-7137
Plans on this EIN
2 filings
#002401k-$4.6M - 112 part#501Fully Insured-$33K - 94 lives

Benefits portfolio analytics

1 plan / $33K premiums / 94 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$33K
  • Short-term disability$33K
  • Long-term disability$33K
  • Other$33K
Total $33K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • USABLE LIFE100%
Total $33K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • USI INSURANCE SERVICES LLC69%
  • MOSAIC GROUP SERVICES31%
Total $8K2 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

CAPEL, INCORPORATED 401(K) PLAN

401k

Assets$4.6M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPEL, INC. HEALTH AND WELFARE PLAN

Fully Insured - USABLE LIFE

Premiums$33K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAPEL, INCORPORATED 401(K) PLAN401k$4.6M1122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPEL, INC. HEALTH AND WELFARE PLANFully InsuredUSABLE LIFE$33K942024
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