Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$967K
- Life$921K
- Long-term disability$596K
- Vision$199K
Sponsor portfolio
OAKTREE CAPITAL MANAGEMENT, LP
EIN 26-0189082investment managementLatest filing 2025
Plans
2
Retirement
1
$404.1M assets
Welfare
1
$1.8M premiums
Participants
2,314
333 SOUTH GRAND AVENUE, 28TH FLOOR - LOS ANGELES, CA 90071213-830-6248oaktreecapital.comLinkedIn1001-5000 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 959 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- STANDARD INSURANCE COMPANY86%
- VISION SERVICE PLAN11%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
71%top
- LOCKTON COMPANIES, LLC71%
- WILLIS TOWERS WATSON US LLC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN
401k
Assets$404.1M
Participants1,365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OAKTREE CAPITAL MANAGEMENT, L.P. HEALTH AND WELFARE PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$1.8M
Covered lives959
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | 401k | $404.1M | 1,365 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OAKTREE CAPITAL MANAGEMENT, L.P. HEALTH AND WELFARE PLAN | Mixed | STANDARD INSURANCE COMPANY | $1.8M | 959 | 2025 |
Retirement plans
Welfare plans