Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$816K
- Dental$110K
- Life$46K
- Other$46K
- Long-term disability$29K
Sponsor portfolio
CAPSTONE COMMUNITY ACTION, INC
EIN 03-0216254non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$1.0M premiums
Participants
392
20 GABLE PL - BARRE, VT 056414138802-479-1053capstonevt.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 172 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BLUE CROSS OF CALIFORNIA82%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
- STANDARD INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC.
401k
Assets$10.0M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
CAPSTONE COMMUNITY ACTION, INC. HEALTH & WELFARE BENEFIT PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF VERMONT
Premiums$1.0M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAPSTONE COMMUNITY ACTION, INC. | 401k | $10.0M | 229 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | CAPSTONE COMMUNITY ACTION, INC. HEALTH & WELFARE BENEFIT PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF VERMONT | $1.0M | 172 | 2024 |
Retirement plans
Welfare plans