Carrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Sponsor portfolioTH
MAVERICK CAPITAL, LTD.
EIN 75-2482446investment managementLatest filing 2025
Plans
3
Retirement
1
$138.7M assets
Welfare
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 filingsBenefits portfolio analytics
2 plans / $682K premiums / 193 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MAVERICK CAPITAL, LTD. 401(K) PLAN
401k
Assets$138.7M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MAVERICK CAPITAL, LTD. EMPLOYEE HEALTH BENEFIT PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$671K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
MAVERICK CAPITAL LTD. BUSINESS TRAVEL ACCIDENT INSURANCE
Fully Insured - ZURICH AMERICAN INSURANCE COMPANY
Premiums$10K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MAVERICK CAPITAL, LTD. 401(K) PLAN | 401k | $138.7M | 188 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MAVERICK CAPITAL, LTD. EMPLOYEE HEALTH BENEFIT PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $671K | 98 | 2025 | |
| 504 | MAVERICK CAPITAL LTD. BUSINESS TRAVEL ACCIDENT INSURANCE | Fully Insured | ZURICH AMERICAN INSURANCE COMPANY | $10K | 95 | 2024 |
Retirement plans
Welfare plans