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Form 5500 · Employee benefit plan · BERKELEY SPRINGS, WV

CAPERTON FURNITUREWORKS, LLC

CAPERTON FURNITUREWORKS, LLC of BERKELEY SPRINGS, WV files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 55-0747153 · plan 501 · as of Aug 2026

Participants
146
Carriers on file
2
Disclosed commissions
$11,849
Renewal month
July

Plan brief

Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 342 people.

Reported premium across the insured contracts is $1,810,559, with $11,849 in disclosed broker commissions — about 0.7% of premium.

The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.

MARSH & MCLENNAN AGENCY, LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.

Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and HARTFORD LIFE AND ACCIDENT.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HARTFORD LIFE AND ACCIDENTLife, Disability190July$102,697$8,151
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision342July$1,707,862$3,698

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