PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ARISTOTLE CAPITAL MANAGEMENT, 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 95-4833644

ARISTOTLE CAPITAL MANAGEMENT, LLC

11100 SANTA MONICA BOULEVARD · LOS ANGELES, CA 90025
3104784005
Plans filed
4
Years active
2019–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$6.5M
No prior year
Persons covered
762
No prior year
Total participants
247
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$6.5M
ARISTOTLE CAPITAL MANAGEMENT, LLC WELFARE BENEFIT PLAN
Fully insured762 covered·6 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #504$1.8M
ARISTOTLE CAPITAL MANAGEMENT, LLC MEDICAL PLAN
Fully insured114 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #502$151K
ARISTOTLE CAPITAL MANAGEMENT, LLC DENTAL PLAN
Fully insured463 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$29K
ARISTOTLE CAPITAL MANAGEMENT, LLC VISION PLAN
Fully insured131 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.9M46.0%
Prescription drug$5.9M46.0%
Dental$368K2.9%
Other$229K1.8%
Life$172K1.4%
Short-term disability$106K0.8%
Long-term disability$106K0.8%
Vision$50K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRx
$5.9M90.1%11213
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$368K5.7%11762
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LSTDLTDOth
$225K3.5%15242
VISION SERVICE PLAN
EIN 941632821
V
$50K0.8%11214
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$3K0.1%1147

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAVISION SERVICE PLAN, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$180K$13K$193K65.0%1
THE BALDWIN GROUP WEST LLCTAMPA, FLVISION SERVICE PLAN, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$101K$3K$104K35.0%1

History & trajectory

7 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