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Sponsor portfolio

CAPSTONE REAL ESTATE SERVICES, INC.

EIN 74-2566803-real estate-Latest filing 2025
Plans
4
Retirement
1
$7.0M assets
Welfare
3
$144K premiums
Participants
1,386
912 S CAPITAL OF TEXAS HWY STE 220 - AUSTIN, TX 787465242512-646-6750capstonemanagement.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
4 filings
#001401k-$7.0M - 415 part#503Fully Insured-$144K - 259 lives#501Self Funded-0 lives#502Self Funded-0 lives

Benefits portfolio analytics

3 plans / $144K premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$55K
  • Long-term disability$45K
  • Short-term disability$43K
  • Other$761
Total $144K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $144K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FROST INSURANCE AGENCY INC100%
Total $24K1 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 REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$7.0M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CAPSTONE NON-OCCUPATIONAL DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$144K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CAPSTONE EMPLOYEE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CAPSTONE EMPLOYEE HEALTH & SAFETY PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN401k$7.0M4152024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CAPSTONE NON-OCCUPATIONAL DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$144K2592025
501CAPSTONE EMPLOYEE BENEFIT PLANSelf Funded-$002025
502CAPSTONE EMPLOYEE HEALTH & SAFETY PROGRAMSelf Funded-$002025
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