Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Dental$407K
- Vision$407K
- Life$407K
- Short-term disability$407K
- Long-term disability$407K
- +1 more
Sponsor portfolio
THOMA BRAVO, L.P.
EIN 26-1416963financial servicesLatest filing 2025
Plans
2
Retirement
1
$40.7M assets
Welfare
1
$5.0M premiums
Participants
479
110 N. WACKER DRIVE, 32ND FLOOR - CHICAGO, IL 60606312-254-3300thomabravo.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 495 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THOMA BRAVO 401(K) PLAN
401k
Assets$40.7M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THOMA BRAVO EMPLOYEE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$5.0M
Covered lives495
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THOMA BRAVO 401(K) PLAN | 401k | $40.7M | 250 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THOMA BRAVO EMPLOYEE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $5.0M | 495 | 2025 |
Retirement plans
Welfare plans