Form 5500 · Employee benefit plan · BIRMINGHAM, AL
CAPSTONE REAL ESTATE INVESTMENTS, LLC
Public Form 5500 records show how CAPSTONE REAL ESTATE INVESTMENTS, LLC (BIRMINGHAM, AL) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HCC LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0762981 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HCC LIFE INSURANCE COMPANY | Health | 119 | December | $50,844 |
| THE HARTFORD LIFE AND ACCIDENT | Life, Disability | 154 | December | $5,777 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 67 | December | $4,163 |
| VISION SERVICE PLAN | Vision | 92 | December | $1,120 |
| BLUE CROSS BLUE SHIELD | Dental | 113 | December | $0 |
Questions
Who is CAPSTONE REAL ESTATE INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CAPSTONE REAL ESTATE INVESTMENTS, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does CAPSTONE REAL ESTATE INVESTMENTS, LLC use?
CAPSTONE REAL ESTATE INVESTMENTS, LLC's benefit plan is written through HCC LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does CAPSTONE REAL ESTATE INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for CAPSTONE REAL ESTATE INVESTMENTS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CAPSTONE REAL ESTATE INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.