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Sponsor portfolio

VARDE MANAGEMENT, L.P.

EIN 20-8368769-investment banking-Latest filing 2024
Plans
6
Retirement
1
$59.2M assets
Welfare
5
$3.6M premiums
Participants
967
901 MARQUETTE AVE S STE. 3300 - MINNEAPOLIS, MN 55402952-374-6956LinkedIn1-10 employeesinvestment banking
Plans on this EIN
6 filings
#001401k-$59.2M - 261 part#501Fully Insured-$3.4M - 379 lives#504Fully Insured-$208K - 139 lives#502Fully Insured-$24K - 344 lives#505Fully Insured-$19K - 297 lives#503Self Funded-0 lives

Benefits portfolio analytics

5 plans / $3.6M premiums / 1,159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Short-term disability$208K
  • Long-term disability$208K
  • Life$24K
  • Vision$19K
Total $3.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MEDICA INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY6%
  • PRINCIPAL LIFE INSURANCE COMPANY1%
  • EYEMED VISION CARE1%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $108K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VARDE MANAGEMENT, L.P. RETIREMENT SAVINGS PLAN

401k

Assets$59.2M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VARDE EMPLOYEE HEALTH PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$3.4M
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

VARDE EMPLOYEE LTD PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$208K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VARDE EMPLOYEE LIFE INSURANCE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$24K
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

VARDE EMPLOYEE VISION PLAN

Fully Insured - EYEMED VISION CARE

Premiums$19K
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

VARDE EMPLOYEE DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VARDE MANAGEMENT, L.P. RETIREMENT SAVINGS PLAN401k$59.2M2612024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VARDE EMPLOYEE HEALTH PLANFully InsuredMEDICA INSURANCE COMPANY$3.4M3792024
504VARDE EMPLOYEE LTD PLANFully InsuredSTANDARD INSURANCE COMPANY$208K1392024
502VARDE EMPLOYEE LIFE INSURANCE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$24K3442024
505VARDE EMPLOYEE VISION PLANFully InsuredEYEMED VISION CARE$19K2972024
503VARDE EMPLOYEE DENTAL PLANSelf Funded-$002024
Retirement plans
Welfare plans
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