form5500lookup

Form 5500 · Retirement plan · BIRMINGHAM, AL

CAPSTONE COLLEGIATE COMMUNITIES, LLC

The filing calls this plan CAPSTONE COLLEGIATE COMMUNITIES, LLC 401(K) SAVING.

CAPSTONE COLLEGIATE COMMUNITIES, LLC of BIRMINGHAM, AL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3600200 · plan 001 · plan year 2023, filed Jul 29, 2024

Participants at the start of the year
105
Contracts on file
1
Contract value
$6
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with JOHN HANCOCK LIFE INSURANCE COMPANY.

The contracts held $6 at the end of the plan year, as reported on Schedule A.

$53,588 in agent commissions is disclosed across the contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC93December$6$53,588

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CAPSTONE COLLEGIATE COMMUNITIES, LLC
EIN 45-3600200

The plan administrator is from line 3a of the main form. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 27 employees, 0 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
27
Hours worked
52,854
Recordable cases
0
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$13,214,892
Paid out in benefits
$422,666
Participants at the start of the year
105
Participants with account balances
79

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule I

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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