Capstone Real Estate Investments, LLC Welfare Plan — Form 5500 plan (Capstone Real Estate Investments, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Capstone Real Estate Investments, LLC Welfare Plan is a benefit plan reported by Capstone Real Estate Investments, LLC under EIN 80-0762981 and plan number 501. The latest loaded filing year is 2023. The filing reports 129 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capstone Real Estate Investments, LLC
- EIN
- 80-0762981
- Plan number
- 501
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | C | 20240923184525NAL0011774257005 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | INSURANCE | $177,333 | $0 | 2023 |
| Blue Cross Blue Shield | ADMINISTRATOR | $121,253 | $0 | 2023 |
| Marsh & Mclennan Agency, LLC | BROKER | $54,180 | $0 | 2023 |
| The Benecon Group, LLC | BROKER | $23,884 | $0 | 2023 |
| Connectcare3, LLC | PATIENT ADVOCATE | $8,297 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capstone Real Estate Investments, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Blue Cross Blue Shield — Schedule C compensation
- Marsh & Mclennan Agency, LLC — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3, LLC — Schedule C compensation