Plan Ledger DOL Form 5500 · updated monthly

Capstone Real Estate Investments, LLCbenefits

Capstone Real Estate Investments, LLC Welfare Plan · BIRMINGHAM, AL · plan year 2024

Broker compensation reported · 2024
$62,459

Capstone Real Estate Investments, LLC's benefits plans covered 154 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $66,455. Insurance brokers and agents were paid $62,459 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 94.0% of premiums. That is $406 per covered person, above the median for employer plans that report broker pay. Brokers were paid 8.2x the $7,646 reported for 2023.

Insurance contracts · 20245
BLUE CROSS BLUE SHIELD · dental$66K · 113 covered
THE HARTFORD LIFE AND ACCIDENT · life std ltdpremiums n/a · 154 covered
VISION SERVICE PLAN · visionpremiums n/a · 92 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life stdpremiums n/a · 67 covered
HCC LIFE INSURANCE COMPANY · healthpremiums n/a · 119 covered
Brokers & agents paid · 20242
GEORGE G. NOLEN$5,777
MARSH & MCLENNAN AGENCY$56,682 · incl $555 fees

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 800762981 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.