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  2. HUDSON BAY CAPITAL MANAGEMENT, LP
Sponsor portfolio

HUDSON BAY CAPITAL MANAGEMENT, LP

EIN 37-1511773-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$56.0M assets
Welfare
2
$10.9M premiums
Participants
963
777 THIRD AVE, 30TH FL - NEW YORK, NY 10017212-571-1244LinkedIn11-50 employees
Plans on this EIN
3 filings
#001401k-$56.0M - 411 part#501Fully Insured-$10.6M - 895 lives#502Mixed-$361K - 402 lives

Benefits portfolio analytics

2 plans / $10.9M premiums / 1,297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.6M
  • Dental$10.6M
  • Vision$10.6M
  • Prescription drug$10.6M
  • Life$361K
  • Long-term disability$361K
  • +1 more
Total $10.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $10.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $30K1 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

HBC RETIREMENT PLAN

401k

Assets$56.0M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUDSON BAY CAPITAL MANAGEMENT, LP MEDICAL, DENTAL AND VISION PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$10.6M
Covered lives895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HUDSON BAY CAPITAL MANAGEMENT, LP LIFE AND DISABILITY PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$361K
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HBC RETIREMENT PLAN401k$56.0M4112025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUDSON BAY CAPITAL MANAGEMENT, LP MEDICAL, DENTAL AND VISION PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$10.6M8952025
502HUDSON BAY CAPITAL MANAGEMENT, LP LIFE AND DISABILITY PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$361K4022025
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