Plan Ledger DOL Form 5500 · updated monthly

Yieldstreet Inc.benefits

Yieldstreet Inc. Welfare Plan · NEW YORK, NY · plan year 2024

Broker compensation reported · 2024
$95,995

Yieldstreet Inc.'s benefits plan covered 105 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $95,995 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $914 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20242
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dental visionpremiums n/a · 149 covered
PRINCIPAL LIFE INSURANCE COMPANY · life ltdpremiums n/a · 130 covered
Brokers & agents paid · 20244
WORLD INSURANCE ASSOCIATES LLC$49,457
FNA INSURANCE SERVICES, INC.$19,630 · incl $19,630 fees
ADVOCATE, INC.$19,146
CENTERSTONE INS & FIN SER$7,762 · incl $7,762 fees
Also brokered by World Insurance Associates LLC5
Tata Elxsi LTD MI$309,810
Monday.com NY$174,972

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 047200339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.