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  1. Companies/
  2. Capstone on-Campus Mangement, LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Capstone on-Campus Mangement, LLC

EIN 56-2440563-real estate-Latest filing 2025
Plans
3
Retirement
2
$29.8M assets
Health & Benefits
1
$2.0M premiums
Participants
1,491
1500 URBAN CENTER DRIVE SUITE 400 - VESTAVIA HILLS, AL 35242205-414-6458capstoneoncampus.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
3 filings
#001401(k)-$26.7M - 469 part#002ESOP-$3.2M - 629 part#501Mixed-$2.0M - 404 lives

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

Retirement portfolio analytics

2 plans aggregated / $29.8M assets / 1,098 participants

Assets by plan

Share of aggregate retirement assets

  • LLC 401(K) Savings (#001)$26.7M
  • EMPLOYEE STOCK OWNERSHIP (#002)$3.2M
Total $29.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)629
  • LLC 401(K) Savings (#001)469
Total 1,098Select a row to open it

Benefits portfolio analytics

1 plan / $2.0M premiums / 404 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.6M
  • Other$313K
  • Life$199K
  • Long-term disability$199K
  • Vision$47K
Total $2.0M5 rows
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Plan summaries

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

Retirement#001

CAPSTONE ON-CAMPUS MANAGEMENT, LLC 401(K) SAVINGS PLAN

401(k)

Assets$26.7M
Participants469
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

COCM EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.2M
Participants629
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CAPSTONE ON CAMPUS MANAGEMENT EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives404
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAPSTONE ON-CAMPUS MANAGEMENT, LLC 401(K) SAVINGS PLAN401(k)$26.7M4692025
#002COCM EMPLOYEE STOCK OWNERSHIP PLANESOP$3.2M6292024
  • CAPSTONE ON-CAMPUS MANAGEMENT, LLC 401(K) SAVINGS PLAN$26.7M
    #001 · 401(k) · 2025469
  • COCM EMPLOYEE STOCK OWNERSHIP PLAN$3.2M
    #002 · ESOP · 2024629

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CAPSTONE ON CAMPUS MANAGEMENT EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$2.0M4042025
  • CAPSTONE ON CAMPUS MANAGEMENT EMPLOYEE BENEFITS PLAN$2.0M
    #501 · Mixed · HCC LIFE INSURANCE COMPANY · 2025404
Retirement plans
Health & Benefits plans

On this page

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