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Sponsor portfolio

CAPTIVE AIRE SYSTEMS, INC.

EIN 56-1300971-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$161.3M assets
Welfare
1
$3.3M premiums
Participants
4,752
4641 PARAGON PARK ROAD - RALEIGH, NC 27616919-882-2410LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$161.3M - 3,133 part#501Mixed-$3.3M - 3,404 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 3,404 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Dental$1.2M
  • Life$285K
  • Long-term disability$170K
  • Vision$162K
Total $3.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • METROPOLITAN LIFE INSURANCE COMPANY51%
  • BLUE CROSS OF CALIFORNIA34%
  • COMPANION LIFE INSURANCE COMPANY10%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • XL BENEFIT INSURANCE SERVICES6%
Total $279K2 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

CAPTIVE-AIRE SYSTEMS, INC. 401(K) PLAN

401k

Assets$161.3M
Participants3,133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPTIVE AIRE SYSTEMS, INC. EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE CORPORATION USED FOR DENTAL

Premiums$3.3M
Covered lives3,404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPTIVE-AIRE SYSTEMS, INC. 401(K) PLAN401k$161.3M3,1332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPTIVE AIRE SYSTEMS, INC. EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE CORPORATION USED FOR DENTAL$3.3M3,4042025
Retirement plans
Welfare plans
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