Form 5500 · Employee benefit plan · MIAMI, FL
I SQUARED CAPITAL ADVISORS (US) LLC
I SQUARED CAPITAL ADVISORS (US) LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON RISK SERVICES INC. OF FLORIDA. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 6 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-2281782 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 133 | May | $32,493 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 126 | May | $13,980 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 88 | May | $8,344 |
| COMBINED INSURANCE | Life | 29 | May | $7,728 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 71 | May | $7,399 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 88 | May | $2,104 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 32 | May | $772 |
Questions
Who is I SQUARED CAPITAL ADVISORS (US) LLC's benefits broker?
Per its most recent Form 5500 Schedule A, I SQUARED CAPITAL ADVISORS (US) LLC's broker of record is AON RISK SERVICES INC. OF FLORIDA.
What insurance carrier does I SQUARED CAPITAL ADVISORS (US) LLC use?
I SQUARED CAPITAL ADVISORS (US) LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 7 disclosed carriers.
When does I SQUARED CAPITAL ADVISORS (US) LLC's group plan renew?
The most recent Schedule A policy period for I SQUARED CAPITAL ADVISORS (US) LLC ended in May. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from I SQUARED CAPITAL ADVISORS (US) LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.