Plan Ledger DOL Form 5500 · updated monthly

Vista Equity Partners Management, LLCbenefits

Vista Equity Partners Management, LLC Welfare Benefits Plan · AUSTIN, TX · plan year 2024

Broker compensation reported · 2024
$120,897

Vista Equity Partners Management, LLC's benefits plans covered 734 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $120,897 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $165 per covered person, below the median for employer plans that report broker pay. Broker pay rose 108% from $58,111 in 2023.

Insurance contracts · 20249
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 860 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 205 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 1,488 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · visionpremiums n/a · 1,645 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 605 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 222 covered
FEDERAL INSURANCE COMPANYpremiums n/a · 459 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANYpremiums n/a · 233 covered
PETERSEN INTERNATIONAL UNDERWRITERSpremiums n/a · 33 covered
Brokers & agents paid · 20245
AON CONSULTING INC$82,066 · incl $22,171 fees
LOCKTON COMPANIES LLC$838 · incl $838 fees
IMG$150 · incl $150 fees
Also brokered by Aon5
Walgreen Co. IL$25,664,274
Macy's, Inc. OH$5,287,224
Trinet HR III, Inc. CA$4,596,776

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260434499 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.