Form 5500 · Employee benefit plan · WASHINGTON, DC
INVESTMENT COMPANY INSTITUTE
INVESTMENT COMPANY INSTITUTE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5266605 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 166 | December | $6,446 |
| CAREFIRST BLUECROSS BLUESHIELD | Health, Dental, Vision | 418 | December | $5,996 |
| NATIONAL UNION FIRE INSURANCE CO. OF PITTSBURGH, PA | — | 161 | December | $631 |
| AMERICAN UNITED LIFE | Life | 163 | December | $286 |
Questions
Who is INVESTMENT COMPANY INSTITUTE's benefits broker?
Per its most recent Form 5500 Schedule A, INVESTMENT COMPANY INSTITUTE's broker of record is DIGITAL INSURANCE LLC.
What insurance carrier does INVESTMENT COMPANY INSTITUTE use?
INVESTMENT COMPANY INSTITUTE's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does INVESTMENT COMPANY INSTITUTE's group plan renew?
The most recent Schedule A policy period for INVESTMENT COMPANY INSTITUTE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from INVESTMENT COMPANY INSTITUTE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.