Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.8M
- Prescription drug$750K
- Other$409K
- Life$317K
- Long-term disability$294K
Filings through .
Iconiq Capital, LLC
EIN 45-3711766Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$108.4M assets
Health & Benefits
1
$10.2M premiums
Participants
1,216
50 BEALE STREET STE 2300 - SAN FRANCISCO, CA 94105212-378-7712
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $10.2M premiums / 746 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ICONIQ CAPITAL 401(K) PLAN
401(k)
Assets$108.4M
Participants721
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$10.2M
Covered lives746
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ICONIQ CAPITAL 401(K) PLAN | 401(k) | $108.4M | 721 | 2025 |
- ICONIQ CAPITAL 401(K) PLAN$108.4M#001 · 401(k) · 2025721
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN | Mixed | AETNA LIFE INSURANCE CO. | $10.2M | 746 | 2025 |
- #501 · Mixed · AETNA LIFE INSURANCE CO. · 2025746
Retirement plans
Health & Benefits plans