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Form 5500 · Employee benefit plan · BROOKLYN, OH

VICTORY CAPITAL MANAGEMENT, INC.

Public Form 5500 records show how VICTORY CAPITAL MANAGEMENT, INC. (BROOKLYN, OH) structures its employee benefits. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 16 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2700161 · plan 501 · as of Jul 2026

Participants
1,257
Carriers on file
17
Disclosed commissions
$121,619
Renewal month
December

Schedule A insurance contracts

Questions

Who is VICTORY CAPITAL MANAGEMENT, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, VICTORY CAPITAL MANAGEMENT, INC.'s broker of record is JAMES B. OSWALD COMPANY.

What insurance carrier does VICTORY CAPITAL MANAGEMENT, INC. use?

VICTORY CAPITAL MANAGEMENT, INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 17 disclosed carriers.

When does VICTORY CAPITAL MANAGEMENT, INC.'s group plan renew?

The most recent Schedule A policy period for VICTORY CAPITAL MANAGEMENT, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from VICTORY CAPITAL MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.