PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Maverick Capital, Ltd.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Maverick Capital, Ltd.

EIN 75-2482446-investment management-Latest filing 2025
Plans
3
Retirement
1
$138.7M assets
Health & Benefits
2
$682K premiums
Participants
379
1900 N. PEARL STREET, SUITE 2000 - DALLAS, TX 752017858214-880-4000maverickcap.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
3 filings
#001401(k)-$138.7M - 188 part#502Self-funded-$671K - 98 lives#504Fully insured-$10K - 95 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $682K premiums / 193 covered lives

See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MAVERICK CAPITAL, LTD. 401(K) PLAN

401(k)

Assets$138.7M
Participants188
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

MAVERICK CAPITAL, LTD. EMPLOYEE HEALTH BENEFIT PLAN

Self-funded - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$671K
Covered lives98
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

MAVERICK CAPITAL LTD. BUSINESS TRAVEL ACCIDENT INSURANCE

Fully insured - ZURICH AMERICAN INSURANCE COMPANY

Premiums$10K
Covered lives95
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MAVERICK CAPITAL, LTD. 401(K) PLAN401(k)$138.7M1882025
  • MAVERICK CAPITAL, LTD. 401(K) PLAN$138.7M
    #001 · 401(k) · 2025188

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502MAVERICK CAPITAL, LTD. EMPLOYEE HEALTH BENEFIT PLANSelf-fundedSUN LIFE ASSURANCE COMPANY OF CANADA$671K982025
#504MAVERICK CAPITAL LTD. BUSINESS TRAVEL ACCIDENT INSURANCEFully insuredZURICH AMERICAN INSURANCE COMPANY$10K952024
  • MAVERICK CAPITAL, LTD. EMPLOYEE HEALTH BENEFIT PLAN$671K
    #502 · Self-funded · SUN LIFE ASSURANCE COMPANY OF CANADA · 202598
  • MAVERICK CAPITAL LTD. BUSINESS TRAVEL ACCIDENT INSURANCE$10K
    #504 · Fully insured · ZURICH AMERICAN INSURANCE COMPANY · 202495
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica