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
Sponsor portfolio
CAPSTONE INVESTMENT ADVISORS, LLC
EIN 20-8601093financial servicesLatest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$4.1M premiums
Participants
437
7 WORLD TRADE CENTER, 250 GREENWICH STREET, 30TH FLOOR - NEW YORK, NY 10007212-232-1461capstoneco.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 215 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- EDDIE COBBINAH0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPSTONE INVESTMENT ADVISORS LLC 401(K) PLAN
401k
Assets$28.9M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPSTONE INVESTMENT ADVISORS HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.1M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPSTONE INVESTMENT ADVISORS LLC 401(K) PLAN | 401k | $28.9M | 267 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans