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Sponsor portfolioTH

CAPITAL IMPACT PARTNERS

EIN 52-1290127-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$69.9M assets
Welfare
1
$5.5M premiums
Participants
734
1400 CRYSTAL DRIVE, STE. 500 - ARLINGTON, VA 22202703-647-2306capitalimpact.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
2 filings
#001401k-$69.9M - 422 part#502Fully Insured-$5.5M - 309 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Dental$5.1M
  • Vision$5.1M
  • Prescription drug$5.1M
  • Life$368K
  • Short-term disability$368K
  • +2 more
Total $5.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $5.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $310K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MOMENTUS CAPITAL RETIREMENT PLAN

401k

Assets$69.9M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CAPITAL IMPACT PARTNERS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$5.5M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOMENTUS CAPITAL RETIREMENT PLAN401k$69.9M4222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CAPITAL IMPACT PARTNERS HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$5.5M3092025
Retirement plans
Welfare plans
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