Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$66K
- Life$66K
- Short-term disability$66K
- Long-term disability$39K
- Vision$20K
Sponsor portfolio
CAPSTONE REAL ESTATE INVESTMENTS, LLC
EIN 80-0762981real estateLatest filing 2024
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$153K premiums
Participants
284
402 OFFICE PARK DRIVE, SUITE 150 - BIRMINGHAM, AL 352232440205-949-2078capstonerealestateinvestments.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $153K premiums / 154 covered livesCarrier market share
Premium dollars by Schedule A carrier
43%top
- BLUE CROSS OF CALIFORNIA43%
- HARTFORD LIFE AND ACCIDENT25%
- UNUM LIFE INSURANCE COMPANY OF AMERICA18%
- VISION SERVICE PLAN13%
- HCC LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
91%top
- MARSH & MCLENNAN AGENCY LLC91%
- GEORGE G NOLEN9%
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 INVESTMENTS, LLC 401(K) SAVINGS PLAN
401k
Assets$7.5M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPSTONE REAL ESTATE INVESTMENTS, LLC WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD
Premiums$153K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPSTONE REAL ESTATE INVESTMENTS, LLC 401(K) SAVINGS PLAN | 401k | $7.5M | 130 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPSTONE REAL ESTATE INVESTMENTS, LLC WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD | $153K | 154 | 2024 |
Retirement plans
Welfare plans