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Form 5500 · Employee benefit plan · MCKINNEY, TX

CAPSTONE HC MANAGEMENT, LLC

CAPSTONE HC MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, 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 82-1940534 · plan 501 · as of Jul 2026

Participants
330
Carriers on file
2
Disclosed commissions
$24,394
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife, Disability402July$17,039
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision270July$7,355

Questions

Who is CAPSTONE HC MANAGEMENT, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, CAPSTONE HC MANAGEMENT, LLC's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does CAPSTONE HC MANAGEMENT, LLC use?

CAPSTONE HC MANAGEMENT, LLC's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.

When does CAPSTONE HC MANAGEMENT, LLC's group plan renew?

The most recent Schedule A policy period for CAPSTONE HC MANAGEMENT, LLC ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CAPSTONE HC MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.