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Sponsor portfolioWelfare / HealthEIN 45-3600200

CAPSTONE COLLEGIATE COMMUNITIES, LLC

431 OFFICE PARK DRIVE · BIRMINGHAM, AL 35223
2054146444
Plans filed
2
Years active
2017–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$569K
No prior year
Persons covered
210
No prior year
Total participants
111
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$947K
CAPSTONE COLLEGIATE COMMUNITIES HEALTH AND DENTAL PLAN
Fully insured85 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD
Plan #504$569K
CAPSTONE COLLEGIATE COMMUNITIES, LLC EMPLOYEE BENEFIT PLAN
Mixed210 covered·6 carriers
Primary: HCC LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$401K61.3%
Other$80K12.2%
Dental$76K11.5%
Life$43K6.5%
Long-term disability$43K6.5%
Vision$13K1.9%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$401K70.5%11103
BLUE CROSS OF CALIFORNIA
EIN 630103830
D
$76K13.3%11210
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$43K7.5%11125
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$27K4.7%1245
VISION SERVICE PLAN
EIN 061227840
V
$13K2.2%1186
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
Oth
$10K1.8%1146

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCJOHNS CREEK, GAUNUM INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, HCC LIFE INSURANCE COMPANY, VISION SERVICE PLAN$68K$11K$79K92.5%1
GEORGE G NOLENBIRMINGHAM, ALHARTFORD LIFE AND ACCIDENT$6K$0$6K7.5%1

History & trajectory

7 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
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