Filings through .
Future Capital
Matched across 2 name variants in the filings
Future Capital at a glance
Future Capital appears on 28 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.4B in assets for 17,115 participants. The median client plan holds $14.9M. Most client plans are sponsored in KS, IN and TX. The largest clients by plan assets are American United Life Insurance Company, Endress+hauser Inc. and Monroe University, Ltd. Plans reported $1.0M in direct and indirect compensation paid to Future Capital, a median of $27K per plan.
- Participants
- 17,115
- Median plan assets
- $14.9M
- Median plan participants
- 357
- Median fees per plan
- $27K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| American United Life Insurance Company | IN | $529M | 2,776 |
| Endress+hauser Inc. | IN | $190M | 1,391 |
| Monroe University, Ltd | NY | $112M | 1,197 |
| First Bank Corp | AR | $81.6M | 572 |
| Great Plains Health Alliance | KS | $74.6M | 1,168 |
| Recon Management Services Inc. | LA | $60.7M | 867 |
| Great Plains Health Alliance | KS | $42.2M | 1,339 |
| Medicraft, Inc. | GA | $36.6M | 144 |
| Dsi Holding USA Inc. | IL | $34.9M | 344 |
| NPPG Plan Professionals, LLC | NJ | $33.2M | 1,253 |
| Nailor Industries of Texas Inc. | TX | $30.4M | 943 |
| Golding Barge Line, Inc. | MS | $19.9M | 369 |
| Clara Barton Hospital | KS | $19.7M | 411 |
| Zink Distributing Company LLC | IN | $15.4M | 157 |
| Community Memorial Healthcare Inc. | KS | $14.5M | 255 |
| Darling Industries Inc. | AZ | $12.5M | 241 |
| Clarity Child Guidance Center | TX | $11.9M | 400 |
| Old Hickory Clay Company, Inc. | KY | $11.9M | 137 |
| Aon Risk Services of PR, Inc. | PR | $11.5M | 116 |
| Community Memorial Healthcare Inc. | KS | $10.7M | 232 |
| Silver Reef Casino | WA | $10.2M | 856 |
| Bost, Inc. | AR | $9.6M | 639 |
| D.E. Rice Construction Co., Inc. | TX | $7.5M | 230 |
| Greeley County Health Services Inc. | KS | $6.8M | 142 |
| West Central Kansas Association | KS | $6.6M | 192 |
Top client states
- KS8 plans
- IN3 plans
- TX3 plans
- AR2 plans
- KY2 plans
Frequently asked questions
- Who uses Future Capital?
- 28 retirement plans list Future Capital as a service provider on Schedule C of Form 5500. The largest clients by plan assets include American United Life Insurance Company, Endress+hauser Inc., Monroe University, Ltd, First Bank Corp and Great Plains Health Alliance. Most client plans are sponsored in KS, IN and TX.
- How many plans does Future Capital serve?
- Future Capital serves 28 retirement plans with $1.4B in plan assets and 17,115 participants, based on the latest Form 5500 filings through 2024.
- What does Future Capital charge?
- Plans reported $1.0M in total Schedule C compensation paid to Future Capital. The median plan paid $27K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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