Form 5500 · Employee benefit plan · AUSTIN, TX
VISTA EQUITY PARTNERS MANAGEMENT, LLC
The filing calls this plan VISTA EQUITY PARTNERS MANAGEMENT, LLC WELFARE BENEFITS PLAN.
VISTA EQUITY PARTNERS MANAGEMENT, LLC of AUSTIN, TX insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is AON CONSULTING INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0434499 · plan 501 · plan year 2025, filed Jul 31, 2026
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4,208 other employer plans in Texas have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Health: the largest of the 2 insured health contracts, with CIGNA HEALTH AND LIFE INSURANCE COMPANY, covers 28 of 760 participants (3.7%) on Schedule A.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 1,365 people.
Reported premium across the insured contracts is $2,047,150, with $117,262 in disclosed broker commissions — about 5.7% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
AON CONSULTING INC is the broker of record on 1 of the 11 contracts; the rest name a different broker or none.
7 carriers appear on the filing, including METROPOLITAN LIFE INSURANCE COMPANY, PETERSEN INTERNATIONAL UNDERWRITERS, PRUDENTIAL INSURANCE COMPANY OF AMERICA and CIGNA HEALTH AND LIFE INSURANCE COMPANY. METROPOLITAN LIFE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PETERSEN INTERNATIONAL UNDERWRITERS | — | 26 | Jan 1, 2026 | $278,475 | $79,648 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 172 | Jan 1, 2026 | $64,978 | $13,169 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 454 | Jan 1, 2026 | $63,301 | $9,495 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 188 | Jan 1, 2026 | $39,805 | $6,087 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 195 | Jan 1, 2026 | $36,511 | $5,412 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 759 | Jan 1, 2026 | $258,148 | $3,451 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 1,365 | Jan 1, 2026 | $934,974 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 28 | Jan 1, 2026 | $201,504 | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Vision | 1,579 | Jan 1, 2026 | $140,412 | $0 |
| FEDERAL INSURANCE COMPANY | — | 459 | Jan 1, 2026 | $17,026 | $0 |
| DELAWARE AMERICAN LIFE INSURANCE OF AMERICA | Life, Disability | 28 | Jan 1, 2026 | $12,016 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
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