PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Captive-Aire Systems, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Captive-Aire Systems, Inc.

EIN 56-1300971-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$192.2M assets
Health & Benefits
1
$3.3M premiums
Participants
4,780
4641 PARAGON PARK ROAD - RALEIGH, NC 27616919-882-2410LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401(k)-$192.2M - 3,161 part#501Mixed-$3.3M - 3,404 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$192.2M
Participants3,161
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CAPTIVE AIRE SYSTEMS, INC. EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE CORPORATION USED FOR DENTAL

Premiums$3.3M
Covered lives3,404
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAPTIVE-AIRE SYSTEMS, INC. 401(K) PLAN401(k)$192.2M3,1612025
  • CAPTIVE-AIRE SYSTEMS, INC. 401(K) PLAN$192.2M
    #001 · 401(k) · 20253,161

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CAPTIVE AIRE SYSTEMS, INC. EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE CORPORATION USED FOR DENTAL$3.3M3,4042025
  • CAPTIVE AIRE SYSTEMS, INC. EMPLOYEE BENEFIT PLAN$3.3M
    #501 · Mixed · METROPOLITAN LIFE INSURANCE CORPORATION USED FOR DENTAL · 20253,404
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica