Form 5500 · Employee benefit plan · WAUKESHA, WI
CAPRI COMMUNITIES, LLC
CAPRI COMMUNITIES, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-2030637 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 596 | December | $33,207 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental | 283 | December | $5,006 |
| VISION SERVICE PLAN | Vision | 224 | December | $3,094 |
Questions
Who is CAPRI COMMUNITIES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CAPRI COMMUNITIES, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does CAPRI COMMUNITIES, LLC use?
CAPRI COMMUNITIES, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does CAPRI COMMUNITIES, LLC's group plan renew?
The most recent Schedule A policy period for CAPRI COMMUNITIES, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CAPRI COMMUNITIES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.