Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Prescription drug$3.7M
- Dental$285K
- Vision$285K
- Other$153K
- Life$122K
- +1 more
Filings through .
Capstone Investment Advisors LLC
EIN 20-8601093financial servicesLatest filing 2025
Plans
2
Retirement
1
$37.7M assets
Health & Benefits
1
$4.1M premiums
Participants
429
250 GREENWICH STREET 32ND FLOOR - NEW YORK, NY 10007212-232-1461capstoneco.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $4.1M premiums / 215 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CAPSTONE INVESTMENT ADVISORS LLC 401(K) PLAN
401(k)
Assets$37.7M
Participants259
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CAPSTONE INVESTMENT ADVISORS HEALTH AND WELFARE PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.1M
Covered lives215
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CAPSTONE INVESTMENT ADVISORS LLC 401(K) PLAN | 401(k) | $37.7M | 259 | 2025 |
- #001 · 401(k) · 2025259
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CAPSTONE INVESTMENT ADVISORS HEALTH AND WELFARE PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.1M | 215 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025215
Retirement plans
Health & Benefits plans