Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Other$445K
- Dental$401K
- Vision$401K
- Life$401K
- +2 more
Sponsor portfolioTH
VOLEON CAPITAL MANAGEMENT LP
EIN 26-2569235Latest filing 2025
Plans
2
Retirement
1
$35.6M assets
Welfare
1
$1.6M premiums
Participants
754
1919 SHATTUCK AVENUE, 7TH FLOOR - BERKELEY, CA 94704510-704-9870
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 765 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- KAISER FOUNDATION HEALTH PLAN INC72%
- METROPOLITAN LIFE INSURANCE COMPANY26%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
56%top
- WOODRUFF-SAWYER & CO56%
- SEQUOIA BENEFITS & INS SVCS LLC30%
- ASSUREDPARTNERS14%
- NAMELY EMPLOYEE BENEFITS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN
401k
Assets$35.6M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VOLEON CAPITAL MANAGEMENT LP WRAP PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$1.6M
Covered lives765
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN | 401k | $35.6M | 351 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VOLEON CAPITAL MANAGEMENT LP WRAP PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $1.6M | 765 | 2025 |
Retirement plans
Welfare plans