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Sponsor portfolioWelfare / HealthEIN 45-4885204

CAPSTONE EDUCATION GROUP

PO BOX 22569 · MEMPHIS, TN 38122
9014163655
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$188K
No prior year
Persons covered
263
No prior year
Total participants
175
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$188K
CAPSTONE EDUCATION GROUP HEALTH & WELFARE BENEFIT PLAN
Mixed263 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$86K24.8%
Dental$74K21.4%
Vision$74K21.4%
Life$58K16.7%
Short-term disability$27K7.8%
Long-term disability$27K7.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$113K60.4%15181
BLUE CROSS OF CALIFORNIA
EIN 620427913
DV
$74K39.6%11263

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GROUP BENEFITS LTDMEMPHIS, TNUNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY$17K$1K$18K64.0%1
TIMOTHY J. FINNELLMEMPHIS, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC$5K$0$5K19.3%1
THE CASON GROUP INCCOLUMBIA, SCUNUM LIFE INSURANCE COMPANY OF AMERICA$0$5K$5K16.8%1

History & trajectory

10 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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