# INSTITUTIONAL CAPITAL NETWORK HEALTH & WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **INSTITUTIONAL CAPITAL NETWORK**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | INSTITUTIONAL CAPITAL NETWORK |
| EIN | 462479130 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | NEW YORK, NY |
| Industry | Professional, Scientific, and Technical Services |
| Funding | fully insured |
| Total premiums | $25.4M |
| Participants | 1,442 |
| Persons covered | 3,249 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Rx, PPO, Other |
| METLIFE LEGAL PLANS | Dental |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | STD, LTD, Life, Other |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| MERCER HEALTH AND BENEFITS, LLC | UNITEDHEALTHCARE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK |
| MERCER HEALTH AND BENEFITS, LLC | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| NAMELY EMPLOYEE BENEFITS, LLC | FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/462479130-501
- Cite as: PlanOptica, https://planoptica.com/welfare/462479130-501
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