Maverick Capital, Ltd. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Maverick Capital, Ltd. (EIN 75-2482446) is a plan sponsor located in Dallas, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-2482446
Location
Dallas, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Maverick Capital, Ltd.

  • 3 loaded plans hold $112.3M in reported assets.
  • The largest, Maverick Capital, Ltd. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 415 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$112.3MSummed across loaded plans$112,292,370
Total reported assets$112.3M$112,292,370
Total reported participants415
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$112.3M total assets
Net assets$112.3MLiabilities
Contributions & income
Employer contributions$5.5M
Participant contributions$2.7M
Total income / additions$27.1M
Expenses & distributions
Benefits paid / distributions$20.2M
Total expenses$20.6M
Net increase / (decrease)$6.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Maverick Capital, Ltd. 401(K) Plan
Participants per plan138Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 213 participants · 2023
  2. 2
    Plan #502 · 101 participants · 2023
  3. 3
    Plan #504 · 101 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Maverick Capital, Ltd.. Open one for its full reported snapshot.

  1. 2023
    Maverick Capital, Ltd. 401(K) Plan213 participants · 2Sch HSch C
    View filing →
  2. 2023
    Maverick Capital Ltd. Business Travel Accident Insurance101 participants · 2No schedules
    View filing →
  3. 2023
    Maverick Capital, Ltd. Employee Health Benefit Plan101 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Maverick Capital, Ltd. report on Form 5500?
Maverick Capital, Ltd. (EIN 75-2482446) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Maverick Capital, Ltd.?
The Employer Identification Number (EIN) reported for Maverick Capital, Ltd. is 75-2482446.
What is the latest Form 5500 filing year for Maverick Capital, Ltd.?
The latest loaded Form 5500 filing year for Maverick Capital, Ltd. is 2023.

Related Form 5500 pages