Plan Ledger DOL Form 5500 · updated monthly

Victory Capital Management, Inc.benefits

Victory Capital Management, Inc. Employee Benefits Plan · BROOKLYN, OH · plan year 2024

Broker compensation reported · 2024
$137,917

Victory Capital Management, Inc.'s benefits plans covered 1,231 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $137,917 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $112 per covered person, below the median for employer plans that report broker pay. Broker pay rose 54% from $89,368 in 2023.

Insurance contracts · 202417
UNITEDHEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 1,231 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 452 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 452 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 224 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 15 covered
AETNA LIFE INSURANCE COMPANY · health dental visionpremiums n/a · 14 covered
AETNA INTERNATIONALpremiums n/a · 6 covered
DELAWARE AMERICAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 6 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 103 covered
FIRST UNUN LIFE INSURANCE COMPANY · lifepremiums n/a · 1 covered
FIRST UNUN LIFE INSURANCE COMPANYpremiums n/a · 7 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 94 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 61 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · healthpremiums n/a · 61 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 9 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 1 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 1 covered
Brokers & agents paid · 20244
THE JAMES B OSWALD COMPANY$68,983 · incl $12,252 fees
CENTRO BENEFITS RESEARCH$30,573
JAMES B OSWALD COMPANY$37,335 · incl $4,018 fees
3 individual agents · names withheld$1,026

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by The James B Oswald Company5
Arhaus, LLC OH$382,705

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 132700161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.