Plan5500

Capital Insurance Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Capital Insurance Holdings, Inc. (EIN 27-4483283) is a plan sponsor located in Tallahassee, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-4483283
Location
Tallahassee, FL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Capital Insurance Holdings, Inc.

  • 2 loaded plans hold $4.8M in reported assets.
  • The largest, Capital Insurance Holdings, Inc. Employee Stock Ownership Plan, holds 56% of this company's reported plan assets.
  • Plans cover 53 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,838,211
Total reported assets$4.8M$4,838,211
Total reported participants53
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities$0
Contributions & income
Employer contributions$60.6K
Participant contributions$75.9K
Total income / additions$361.8K
Expenses & distributions
Benefits paid / distributions$134.6K
Total expenses$143.3K
Net increase / (decrease)$218.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%Capital Insurance Holdings, Inc. Employee Stock Ownership Plan
Participants per plan27Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Capital Insurance Holdings, Inc. Employee Stock Ownership Plan$2.7M
    Plan #002 · 25 participants · 2023
  2. 2
    Capital Insurance Holdings, Inc. Retirement Plan$2.1M
    Plan #001 · 28 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Capital Insurance Holdings, Inc.. Open one for its full reported snapshot.

  1. 2023
    Capital Insurance Holdings, Inc. Retirement Plan28 participants · 2Sch I
    View filing →
  2. 2023
    Capital Insurance Holdings, Inc. Employee Stock Ownership Plan25 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Capital Insurance Holdings, Inc. report on Form 5500?
Capital Insurance Holdings, Inc. (EIN 27-4483283) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Capital Insurance Holdings, Inc.?
The Employer Identification Number (EIN) reported for Capital Insurance Holdings, Inc. is 27-4483283.
What is the latest Form 5500 filing year for Capital Insurance Holdings, Inc.?
The latest loaded Form 5500 filing year for Capital Insurance Holdings, Inc. is 2023.

Related Form 5500 pages