Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Prescription drug$3.6M
- Dental$431K
- Vision$431K
- Other$68K
- Short-term disability$63K
- +2 more
Sponsor portfolio
CLEARLAKE CAPITAL GROUP, L.P.
EIN 20-8541105financial servicesLatest filing 2025
Plans
2
Retirement
1
$16.9M assets
Welfare
1
$4.1M premiums
Participants
293
233 WILSHIRE BLVD. STE 800 - SANTA MONICA, CA 90401310-400-8800clearlake.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 637 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- CALIFORNIA PHYSICIANS SERVICE86%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- ARMADACARE2%
Broker market share
Schedule A broker compensation
88%top
- AON CONSULTING INC88%
- NFP INSURANCE SERVICES INC12%
- LOCKTON COMPANIES, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEARLAKE CAPITAL GROUP, L.P. 401(K) SAVINGS PLAN
401k
Assets$16.9M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEARLAKE CAPITAL GROUP, L.P. HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$4.1M
Covered lives637
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEARLAKE CAPITAL GROUP, L.P. 401(K) SAVINGS PLAN | 401k | $16.9M | 110 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLEARLAKE CAPITAL GROUP, L.P. HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $4.1M | 637 | 2025 |
Retirement plans
Welfare plans