Form 5500 · Employee benefit plan · AUSTIN, TX
VISTA EQUITY PARTNERS MANAGEMENT, LLC
Public Form 5500 records show how VISTA EQUITY PARTNERS MANAGEMENT, LLC (AUSTIN, TX) structures its employee benefits. Its broker of record is AON CONSULTING INC. Coverage is written through PETERSEN INTERNATIONAL UNDERWRITERS and 8 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 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PETERSEN INTERNATIONAL UNDERWRITERS | — | 33 | December | $209,444 | $59,895 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 205 | December | $72,606 | $13,330 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 605 | December | $87,283 | $13,092 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 222 | December | $46,622 | $6,410 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 233 | December | $35,506 | $4,898 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Vision | 1,645 | December | $144,980 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 860 | December | $270,054 | $0 |
| FEDERAL INSURANCE COMPANY | — | 459 | December | $17,026 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 1,488 | December | $819,028 | $0 |
Questions
Who is VISTA EQUITY PARTNERS MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, VISTA EQUITY PARTNERS MANAGEMENT, LLC's broker of record is AON CONSULTING INC.
What insurance carrier does VISTA EQUITY PARTNERS MANAGEMENT, LLC use?
VISTA EQUITY PARTNERS MANAGEMENT, LLC's benefit plan is written through PETERSEN INTERNATIONAL UNDERWRITERS, among 9 disclosed carriers.
When does VISTA EQUITY PARTNERS MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for VISTA EQUITY PARTNERS MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VISTA EQUITY PARTNERS MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.