PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAPITAL LUMBER COMPANY
Sponsor portfolioTH

CAPITAL LUMBER COMPANY

EIN 86-0084551-wholesale-Latest filing 2025
Plans
2
Retirement
1
$48.8M assets
Welfare
1
$604K premiums
Participants
922
2525 EAST ARIZONA BILTMORE CIRCLE, SUITE A116 - PHOENIX, AZ 85016602-381-0709capital-lumber.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$48.8M - 499 part#508Mixed-$604K - 660 lives

Benefits portfolio analytics

1 plan / $604K premiums / 660 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$380K
  • Other$184K
  • Life$158K
  • Short-term disability$158K
  • Long-term disability$158K
  • Vision$41K
Total $604K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • METROPOLITAN LIFE INSURANCE COMPANY65%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY27%
  • EYEMED VISION CARE7%
  • HEALTHJOY1%
Total $604K4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • JAMES R NELLIGAN & ASSOCIATES LLC75%
  • MJ INSURANCE25%
Total $233K2 slices

Plan deep-dives

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

CAPITAL LUMBER COMPANY 401(K) PLAN

401k

Assets$48.8M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CAPITAL LUMBER COMPANY EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$604K
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL LUMBER COMPANY 401(K) PLAN401k$48.8M4992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CAPITAL LUMBER COMPANY EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$604K6602025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica