Plan Ledger DOL Form 5500 · updated monthly

Institutional Investor LLCbenefits

Institutional Investor, LLC Health & Welfare Program · NEW YORK, NY · plan year 2023

Broker compensation reported · 2023
$14,927

Institutional Investor LLC's benefits plan covered 176 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $14,927 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $85 per covered person, below the median for employer plans that report broker pay.

Insurance contracts · 20233
INTEGRATED BEHAVIORAL HEALTHpremiums n/a · 176 covered
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK · life std ltdpremiums n/a · 186 covered
Brokers & agents paid · 20231
Also brokered by Usi5
Bronco Wine Company CA$1,411,592

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 132790024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.