Form 5500 · Employee benefit plan · NEW YORK, NY
INSTITUTIONAL CAPITAL NETWORK
INSTITUTIONAL CAPITAL NETWORK of NEW YORK, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-2479130 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 1,995 | December | $364,463 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 2,784 | December | $111,772 |
| FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 859 | December | $22,219 |
| FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 859 | December | $14,226 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK | Vision | 2,140 | December | $13,068 |
| FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 859 | December | $9,424 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 76 | December | $3,532 |
| FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 508 | December | $1,119 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK | Vision | 40 | December | $44 |
Questions
Who is INSTITUTIONAL CAPITAL NETWORK's benefits broker?
Per its most recent Form 5500 Schedule A, INSTITUTIONAL CAPITAL NETWORK's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does INSTITUTIONAL CAPITAL NETWORK use?
INSTITUTIONAL CAPITAL NETWORK's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 9 disclosed carriers.
When does INSTITUTIONAL CAPITAL NETWORK's group plan renew?
The most recent Schedule A policy period for INSTITUTIONAL CAPITAL NETWORK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INSTITUTIONAL CAPITAL NETWORK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.