Plan Ledger DOL Form 5500 · updated monthly

I Squared Capital Advisors (US) LLCbenefits

I Squared Capital Advisors (US) LLC Health and Welfare Plan · MIAMI, FL · plan year 2025

Broker compensation reported · 2025
$143,853

I Squared Capital Advisors (US) LLC's benefits plans covered 150 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $1,275,919. Insurance brokers and agents were paid $143,853 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 11.3% of premiums. That is $959 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 80% from $79,858 in 2024.

Insurance contracts · 20258
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health$1.3M · 214 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 151 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 140 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 37 covered
COMBINED INSURANCE · lifepremiums n/a · 35 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 182 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 182 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 182 covered
Brokers & agents paid · 20259
AON CONSULTING$81,521 · incl $81,521 fees
AON RISK SERVICES INC OF FLORIDA$29,470 · incl $2,267 fees
AON CONSULTING INC$10,225 · incl $694 fees
CUSTOM BENEFITS PROG INC$1,939
SELERIX INSURANCE SERVICES, LLC$12,248
CUSTOM BENEFIT PROGRAMS$1,000
CUSTOM BENEFITS PROGRAMS$584 · incl $72 fees
SELERIX SYSTEMS, INC.$1,639 · incl $1,639 fees
Also brokered by Aon5
Starbucks Corporation WA$17,604,027
Walgreen Co. IL$6,651,057
Relx Inc. NY$4,073,868
Aon Corporation IL$3,754,124

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 412281782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.