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 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 41-2281782 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 151 | December | $181,353 | $27,203 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 140 | December | $95,959 | $9,531 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 182 | December | $15,722 | $7,295 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 182 | December | $12,374 | $5,773 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 182 | December | $10,522 | $4,847 |
| COMBINED INSURANCE | Life | 35 | December | $14,127 | $2,499 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 37 | December | $5,121 | $512 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 214 | December | $1,275,919 | $0 |
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 8 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 December. 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.