DFX Intelligence
Independent Insurance Analysts LLC
unclassified
unclassified
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
2 allocators
- Alex Lee, Inc. and Affiliates Pension Plan Pension consultantthrough Sep 30, 2025 Form 5500
- Billerud Americas Corporation Employee Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
2 rows, $20,625 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Billerud Americas Corporation Employee Pension Plan | 2024 | 17 50 | CONSULTANT | $13,125 |
| Alex Lee, Inc. and Affiliates Pension Plan | 2024 | 17 23 50 | NONE | $7,500 |
What changed
- Independent Insurance Analysts LLC appears on Alex Lee, Inc. and Affiliates Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Independent Insurance Analysts LLCaskebsa.dol.gov
- Independent Insurance Analysts LLC appears on Billerud Americas Corporation Employee Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Independent Insurance Analysts LLCaskebsa.dol.gov