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Sponsor portfolioWelfare / HealthEIN 26-0434499
VISTA EQUITY PARTNERS MANAGEMENT, LLC
401 CONGRESS AVENUE · AUSTIN, TX 78701
4157657017
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
1,579
No prior year
Total participants
738
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $1.1M | 40.7% | |
| Other | $770K | 27.6% | |
| Life | $270K | 9.7% | |
| Long-term disability | $270K | 9.7% | |
| Health | $202K | 7.2% | |
| Vision | $140K | 5.0% |
Carrier overview
7 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | D | $935K | 45.7% | 1 | 1 | 1,365 |
EIN 591031071 | HDVOth | $483K | 23.6% | 1 | 5 | 1,579 |
EIN 953493616 | Oth | $278K | 13.6% | 1 | 1 | 26 |
EIN 221211670 | LLTDOth | $258K | 12.6% | 1 | 1 | 759 |
EIN 010278678 | Oth | $63K | 3.1% | 1 | 1 | 454 |
EIN 131963496 | Oth | $17K | 0.8% | 1 | 1 | 459 |
EIN 510104167 | LLTDOth | $12K | 0.6% | 1 | 1 | 28 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | HAMMONTON, NJ | CIGNA HEALTH AND LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA, PETERSEN INTERNATIONAL UNDERWRITERS, METROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $117K | $29K | $146K | 99.9% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $155 | $155 | 0.1% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan