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Sponsor portfolioWelfare / HealthEIN 26-2569235
VOLEON CAPITAL MANAGEMENT LP
1919 SHATTUCK AVENUE · BERKELEY, CA 94704
5107049870
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
765
No prior year
Total participants
403
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.1M | 23.9% | |
| Prescription drug | $1.1M | 23.9% | |
| Other | $445K | 9.5% | |
| Dental | $401K | 8.6% | |
| Vision | $401K | 8.6% | |
| Life | $401K | 8.6% | |
| Short-term disability | $401K | 8.6% | |
| Long-term disability | $401K | 8.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $1.1M | 71.6% | 1 | 1 | 136 |
EIN 135581829 | DVLSTDLTDOth | $401K | 25.7% | 1 | 1 | 765 |
EIN 591031071 | Oth | $43K | 2.8% | 1 | 3 | 169 |
EIN 364233459 | $0 | 0.0% | 1 | 1 | 402 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WOODRUFF-SAWYER & CO | SAN FRANSICO, CA | CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC | $52K | $14 | $52K | 55.9% | 1 |
| SEQUOIA BENEFITS & INS SVCS LLC | SAN MATEO, CA | ZURICH AMERICAN INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC | $28K | $18 | $28K | 30.1% | 1 |
| ASSUREDPARTNERS | BLUE BELL, PA | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $3K | $13K | 13.7% | 1 |
| NAMELY EMPLOYEE BENEFITS, LLC | NEW YORK, NY | KAISER FOUNDATION HEALTH PLAN INC | $265 | $0 | $265 | 0.3% | 1 |
History & trajectory
7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan