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Welfare plans
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Sponsors
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CAPARELLI WEALTH MANAGEMENT, INC.
Sponsor portfolio
Welfare / Health
EIN
161711770
CAPARELLI WEALTH MANAGEMENT, INC.
7505 WATERS AVE · SAVANNAH, GA 31406
9123546363
Plans filed
1
Years active
2021–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
i
$0
No prior year
Persons covered
i
0
No prior year
Total participants
i
2
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$0
CAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN
Self-funded
0 covered
·
0 carriers
History & trajectory
5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #501
CAPARELLI WEALTH MANAGEMENT, INC. GCF BENEFIT PLAN
0 covered · 0 contracts
$0
Company contact details
Filing signers, plan administrators, auditors, actuaries
2 contacts
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
5 documents - 1 plan - 5 years