Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.1M
- Other$770K
- Life$270K
- Long-term disability$270K
- Health$202K
- Vision$140K
Sponsor portfolio
VISTA EQUITY PARTNERS MANAGEMENT, LLC
EIN 26-0434499Latest filing 2025
Plans
2
Retirement
1
$140.8M assets
Welfare
1
$2.0M premiums
Participants
1,571
401 CONGRESS AVENUE, SUITE 3100 - AUSTIN, TX 78701415-765-7017
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 1,579 covered livesCarrier market share
Premium dollars by Schedule A carrier
46%top
- METROPOLITAN LIFE INSURANCE COMPANY46%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY24%
- PETERSEN INTERNATIONAL UNDERWRITERS14%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA13%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VISTA EQUITY PARTNERS MANAGEMENT, LLC RETIREMENT PLAN
401k
Assets$140.8M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VISTA EQUITY PARTNERS MANAGEMENT, LLC WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives1,579
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISTA EQUITY PARTNERS MANAGEMENT, LLC RETIREMENT PLAN | 401k | $140.8M | 833 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VISTA EQUITY PARTNERS MANAGEMENT, LLC WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $2.0M | 1,579 | 2025 |
Retirement plans
Welfare plans