PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MAVERICK CAPITAL, LTD.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 75-2482446

MAVERICK CAPITAL, LTD.

1900 NORTH PEARL STREET, 20TH FLOOR · DALLAS, TX 75201
2148804000
Plans filed
3
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$671K
No prior year
Persons covered
98
No prior year
Total participants
96
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #502$671K
MAVERICK CAPITAL, LTD. EMPLOYEE HEALTH BENEFIT PLAN
Self-funded98 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$137K
MAVERICK CAPITAL GROUP TERM LIFE AND LONG TERM DISABILITY PLAN
Fully insured125 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #504$10K
MAVERICK CAPITAL LTD. BUSINESS TRAVEL ACCIDENT INSURANCE
Fully insured95 covered·1 carrier
Primary: ZURICH AMERICAN INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$671K100.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$671K100.0%1198

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXSUN LIFE ASSURANCE COMPANY OF CANADA$33K$0$33K100.0%1

History & trajectory

10 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica