Benefits brokerage · 2 offices
CORECAP INVESTMENTS LLC
CORECAP INVESTMENTS LLC is named as the broker of record on 2 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| BIRMINGHAM | MI | 1 |
| SOUTHFIELD | MI | 1 |
Book profile
CORECAP INVESTMENTS LLC brokers 2 insured contracts for 2 employers, across 2 states, led by MI, TN.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (1, about 50%); PRINCIPAL LIFE INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| OTICS USA, INC. | MORRISTOWN, TN | SOUTHFIELD, MI | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| JAC PRODUCTS, INC. | SALINE, MI | BIRMINGHAM, MI | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)