PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CAPSTONE INVESTMENT ADVISORS, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-8601093

CAPSTONE INVESTMENT ADVISORS, LLC

7 WORLD TRADE CENTER · NEW YORK, NY 10007
2122321461
Plans filed
1
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
215
No prior year
Total participants
170
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.1M
CAPSTONE INVESTMENT ADVISORS HEALTH AND WELFARE PLAN
Fully insured215 covered·5 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.7M44.2%
Prescription drug$3.7M44.2%
Dental$285K3.4%
Vision$285K3.4%
Other$153K1.8%
Life$122K1.4%
Long-term disability$122K1.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxDV
$4.0M96.3%12215
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LLTDOth
$146K3.5%12170
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$7K0.2%1128

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PACIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, FIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$36K$116K$152K99.7%1
EDDIE COBBINAHFORT LEE, NJPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$529$0$5290.3%1

History & trajectory

4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica