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Form 5500 · Employee benefit plan · BOSTON, MA

VIALTO PARTNERS

VIALTO PARTNERS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through ZURICH AMERICAN INSURANCE COMPANY. The plan's most recent policy period ended in April.

Benefits broker of record
Plan renews
April

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-3913943 · plan 507 · as of Jul 2026

Participants
100
Carriers on file
1
Disclosed commissions
$1,039
Renewal month
April

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ZURICH AMERICAN INSURANCE COMPANY100April$1,039

Questions

Who is VIALTO PARTNERS's benefits broker?

Per its most recent Form 5500 Schedule A, VIALTO PARTNERS's broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does VIALTO PARTNERS use?

VIALTO PARTNERS's benefit plan is written through ZURICH AMERICAN INSURANCE COMPANY.

When does VIALTO PARTNERS's group plan renew?

The most recent Schedule A policy period for VIALTO PARTNERS ended in April. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from VIALTO PARTNERS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.