Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$146K
- Other$135K
- Life$131K
- Short-term disability$131K
- Long-term disability$131K
- Vision$21K
Sponsor portfolioTH
INTELLECTUAL VENTURES MANAGEMENT, LLC
EIN 91-2090408investment managementLatest filing 2025
Plans
2
Retirement
1
$98.7M assets
Welfare
1
$303K premiums
Participants
542
3150 139TH AVENUE SE - BELLEVUE, WA 98005425-283-4771LinkedIn501-1000 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $303K premiums / 221 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- DELTA DENTAL OF CALIFORNIA48%
- HARTFORD LIFE AND ACCIDENT43%
- VISION SERVICE PLAN7%
- CANOPY1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INTELLECTUAL VENTURES MANAGEMENT 401(K) PLAN
401k
Assets$98.7M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTELLECTUAL VENTURES MANAGEMENT, LLC HEALTH AND WELFARE PLAN
Mixed - DELTA DENTAL OF WASHINGTON
Premiums$303K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INTELLECTUAL VENTURES MANAGEMENT 401(K) PLAN | 401k | $98.7M | 424 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTELLECTUAL VENTURES MANAGEMENT, LLC HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF WASHINGTON | $303K | 221 | 2025 |
Retirement plans
Welfare plans