Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$161K
- Other$42K
- Long-term disability$37K
- Vision$29K
- Short-term disability$19K
- Life$13K
Sponsor portfolio
FRANCISCO PARTNERS MANAGEMENT, LP
EIN 94-3339666venture capital & private equityLatest filing 2024
Plans
2
Retirement
1
$36.9M assets
Welfare
1
$265K premiums
Participants
342
ONE LETTERMAN DRIVE, C-410 - SAN FRANCISCO, CA 94129franciscopartners.comLinkedIn51-200 employeesventure capital & private equity
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $265K premiums / 307 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- DELTA DENTAL OF CALIFORNIA61%
- LIFE INSURANCE COMPANY OF NORTH AMERICA28%
- VISION SERVICE PLAN11%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FRANCISCO PARTNERS 401(K) PLAN
401k
Assets$36.9M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FRANCISCO PARTNERS MANAGEMENT EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL OF CALIFORNIA
Premiums$265K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRANCISCO PARTNERS 401(K) PLAN | 401k | $36.9M | 209 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FRANCISCO PARTNERS MANAGEMENT EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL OF CALIFORNIA | $265K | 307 | 2024 |
Retirement plans
Welfare plans