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Sponsor portfolioWelfare / HealthEIN 41-2281782
I SQUARED CAPITAL ADVISORS (US) LLC
600 BRICKELL AVENUE, PH · MIAMI, FL 33131
7866937506
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
214
No prior year
Total participants
153
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 56.7% | |
| Other | $225K | 10.0% | |
| Life | $195K | 8.7% | |
| Short-term disability | $181K | 8.1% | |
| Long-term disability | $181K | 8.1% | |
| Dental | $96K | 4.3% | |
| Vision | $96K | 4.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HDVOth | $1.4M | 87.5% | 1 | 5 | 214 |
EIN 010278678 | LSTDLTDOth | $181K | 11.3% | 1 | 1 | 151 |
EIN 362136262 | L | $14K | 0.9% | 1 | 1 | 35 |
EIN 222342710 | Oth | $5K | 0.3% | 1 | 1 | 37 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | HAMMONTON, NJ | CIGNA HEALTH AND LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, UNUM LIFE INSURANCE COMPANY OF AMERICA | $42K | $84K | $126K | 87.9% | 1 |
| SELERIX INSURANCE SERVICES, LLC | DALLAS, TX | COMBINED INSURANCE, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $12K | $0 | $12K | 8.5% | 1 |
| CUSTOM BENEFIT PROGRAMS INC | SOMERSET, NJ | COMBINED INSURANCE, CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY | $3K | $72 | $4K | 2.4% | 1 |
| SELERIX SYSTEMS INC | DALLAS, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.1% | 1 |
History & trajectory
2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan