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Sponsor portfolio

CAPSTONE ON CAMPUS MANAGEMENT

EIN 56-2440563-real estate-Latest filing 2025
Plans
3
Retirement
2
$27.0M assets
Welfare
1
$2.0M premiums
Participants
1,470
1500 URBAN CENTER DRIVE, SUITE 400 - VESTAVIA HILLS, AL 35242205-414-6471capstoneoncampus.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
3 filings
#001401k-$23.8M - 448 part#002ESOP-$3.2M - 629 part#501Mixed-$2.0M - 404 lives

Retirement portfolio analytics

2 plans aggregated / $27.0M assets / 1,077 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • LLC 401(K) Savings (#001)88%
  • EMPLOYEE STOCK OWNERSHIP (#002)12%
Total $27.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)629
  • LLC 401(K) Savings (#001)448
Total 1,077Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • HCC LIFE INSURANCE COMPANY82%
  • SYMETRA LIFE INSURANCE COMPANY10%
  • LYRA HEALTH, INC.6%
  • VISION SERVICE PLAN2%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VALENT GROUP100%
Total $164K1 slice

Plan deep-dives

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

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

401k

Assets$23.8M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COCM EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.2M
Participants629
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPSTONE ON CAMPUS MANAGEMENT EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAPSTONE ON-CAMPUS MANAGEMENT, LLC 401(K) SAVINGS PLAN401k$23.8M4482024
002COCM EMPLOYEE STOCK OWNERSHIP PLANESOP$3.2M6292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPSTONE ON CAMPUS MANAGEMENT EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$2.0M4042025
Retirement plans
Welfare plans
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