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Sponsor portfolio

CAUSEWAY CAPITAL MANAGEMENT LLC

EIN 95-4861680-financial services-Latest filing 2025
Plans
2
Retirement
1
$100.3M assets
Welfare
1
$3.6M premiums
Participants
239
11111 SANTA MONICA BOULEVARD, 15TH FLOOR - LOS ANGELES, CA 90025310-231-6125causewaycap.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$100.3M - 132 part#501Fully Insured-$3.6M - 488 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 488 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.6M
  • Health$3.4M
  • Prescription drug$3.4M
  • Other$41K
  • Life$40K
  • Short-term disability$40K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • FOUR EVER LIFE INSURANCE COMPANY0%
  • +1 more
Total $3.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • ANTHEM INSURANCE COMPANIES, INC.0%
Total $197K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAUSEWAY CAPITAL MANAGEMENT LLC 401(K) AND PROFIT SHARING PLAN

401k

Assets$100.3M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAUSEWAY CAPITAL MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$3.6M
Covered lives488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAUSEWAY CAPITAL MANAGEMENT LLC 401(K) AND PROFIT SHARING PLAN401k$100.3M1322025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAUSEWAY CAPITAL MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$3.6M4882025
Retirement plans
Welfare plans
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