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Sponsor portfolioWelfare / HealthEIN 56-2440563

CAPSTONE ON CAMPUS MANAGEMENT

1500 URBAN CENTER DRIVE · VESTAVIA HILLS, AL 35242
2054146471
Plans filed
3
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
404
No prior year
Total participants
393
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$2.0M
CAPSTONE ON CAMPUS MANAGEMENT EMPLOYEE BENEFITS PLAN
Mixed404 covered·4 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #502$52K
GROUP LTD, BASIC TERM LIFE, BASIC AD&D PLAN FOR EMPLOYEES OF CAPSTONE ON-CAMPUS MANAGEMENT, LLC
Fully insured291 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #505$26K
CAPSTONE ON-CAMPUS MANAGEMENT, LLC GROUP VOLUNTARY TERM LIFE INSURANCE PLAN
Fully insured102 covered·1 carrier
Primary: MUTUAL OF OMAHA INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.6M68.4%
Other$313K13.1%
Life$199K8.3%
Long-term disability$199K8.3%
Vision$47K1.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$1.6M82.0%12283
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LLTDOth
$199K10.0%11394
LYRA HEALTH, INC.
EIN 472935915
Oth
$114K5.7%11404
VISION SERVICE PLAN
EIN 061227840
V
$47K2.3%11253

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VALENT GROUPBIRMINGHAM, ALSYMETRA LIFE INSURANCE COMPANY, HCC LIFE INSURANCE COMPANY, VISION SERVICE PLAN$155K$10K$164K100.0%1

History & trajectory

11 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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