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
Sponsor portfolio
ICONIQ CAPITAL, LLC
EIN 45-3711766Latest filing 2025
Plans
2
Retirement
1
$85.6M assets
Welfare
1
$10.2M premiums
Participants
1,177
50 BEALE STREET, SUITE 2300 - SAN FRANCISCO, CA 94105415-967-7763
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.2M premiums / 746 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- AETNA LIFE INSURANCE COMPANY89%
- KAISER FOUNDATION HEALTH PLAN INC7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- SPRING HEALTH1%
- FOUR EVER LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
- INSURANCETOGO.COM0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ICONIQ CAPITAL 401(K) PLAN
401k
Assets$85.6M
Participants682
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$10.2M
Covered lives746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ICONIQ CAPITAL 401(K) PLAN | 401k | $85.6M | 682 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans