PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. PATAGONIA WORKS
Sponsor portfolioTH

PATAGONIA WORKS

EIN 95-2785810-venture capital & private equity-Latest filing 2025
Plans
2
Retirement
1
$405.0M assets
Welfare
1
$1.5M premiums
Participants
6,052
259 WEST SANTA CLARA STREET - VENTURA, CA 930012717805-643-8616patagoniaworks.comLinkedIn51-200 employeesventure capital & private equity
Plans on this EIN
2 filings
#003401k-$405.0M - 4,008 part#502Fully Insured-$1.5M - 2,364 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 2,364 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$771K
  • Vision$741K
  • Life$737K
  • Long-term disability$737K
  • Health$476K
  • Prescription drug$476K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITEDHEALTHCARE INSURANCE COMPANY50%
  • HAWAII MEDICAL SERVICE ASSOCIATION29%
  • VISION SERVICE PLAN19%
  • FOUR EVER LIFE INSURANCE COMPANY2%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $81K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PATAGONIA WORKS 401(K) PLAN

401k

Assets$405.0M
Participants4,008
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PATAGONIA WORKS

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives2,364
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PATAGONIA WORKS 401(K) PLAN401k$405.0M4,0082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PATAGONIA WORKSFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.5M2,3642024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica