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Form 5500 · Employee benefit plan · RANCHO SANTA MARGARITA, CA

CAPITAL INVESTMENTS & VENTURES CORP

CAPITAL INVESTMENTS & VENTURES CORP of RANCHO SANTA MARGARITA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2964410 · plan 001 · as of Jul 2026

Participants
270
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANY—41December$0

Questions

What insurance carrier does CAPITAL INVESTMENTS & VENTURES CORP use?

CAPITAL INVESTMENTS & VENTURES CORP's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY.

When does CAPITAL INVESTMENTS & VENTURES CORP's group plan renew?

The most recent Schedule A policy period for CAPITAL INVESTMENTS & VENTURES CORP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CAPITAL INVESTMENTS & VENTURES CORP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.