Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
ICONIQ CAPITAL, LLC
ICONIQ CAPITAL, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ACRISURE OF CALIFORNIA LLC DBA. Coverage is written through AETNA LIFE INSURANCE CO. and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3711766 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE CO. | Health | 659 | December | $200,957 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 89 | December | $22,278 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 441 | December | $10,984 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 14 | May | $3,855 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 75 | December | $2,201 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 2 | December | $495 |
Questions
Who is ICONIQ CAPITAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, ICONIQ CAPITAL, LLC's broker of record is ACRISURE OF CALIFORNIA LLC DBA.
What insurance carrier does ICONIQ CAPITAL, LLC use?
ICONIQ CAPITAL, LLC's benefit plan is written through AETNA LIFE INSURANCE CO., among 6 disclosed carriers.
When does ICONIQ CAPITAL, LLC's group plan renew?
The most recent Schedule A policy period for ICONIQ CAPITAL, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ICONIQ CAPITAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.