Plan Ledger DOL Form 5500 · updated monthly

Voleon Capital Management LPbenefits

Voleon Capital Management LP Wrap Plan · BERKELEY, CA · plan year 2025

Broker compensation reported · 2025
$92,979

Voleon Capital Management LP's benefits plans covered 402 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $92,979 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $231 per covered person, above the median for employer plans that report broker pay. Broker pay was essentially unchanged from 2024.

Insurance contracts · 20256
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 136 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 73 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 169 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 402 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 765 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 117 covered
Brokers & agents paid · 20254
WOODRUFF-SAWYER & CO$51,963 · incl $14 fees
SEQUOIA BENEFITS AND INS SVCS LLC$28,032 · incl $18 fees
EMERSON ROGERS LLC$12,719 · incl $2,577 fees
NAMELY EMPLOYEE BENEFITS LLC$265
Also brokered by Woodruff-Sawyer & Co5
Calix, Inc. CA$217,676

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 262569235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.