Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$98K
- Vision$98K
- Life$40K
- Long-term disability$40K
- Other$40K
Filings through .
Yieldstreet, Inc.
EIN 47-2003394financial servicesLatest filing 2025
Plans
2
Retirement
1
$10.8M assets
Health & Benefits
1
$139K premiums
Participants
287
300 PARK AVENUE 15TH FLOOR - NEW YORK, NY 10022206-819-9601yieldstreet.comLinkedIn51-200 employeesfinancial services
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 / $139K premiums / 91 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
YIELDSTREET, INC. 401K PLAN
401(k)
Assets$10.8M
Participants203
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WILLOW WEALTH WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$139K
Covered lives91
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | YIELDSTREET, INC. 401K PLAN | 401(k) | $10.8M | 203 | 2025 |
- #001 · 401(k) · 2025203
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WILLOW WEALTH WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $139K | 91 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 202591
Retirement plans
Health & Benefits plans