# CAUSEWAY CAPITAL MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **CAUSEWAY CAPITAL MANAGEMENT, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CAUSEWAY CAPITAL MANAGEMENT, LLC |
| EIN | 954861680 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | LOS ANGELES, CA |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $3.6M |
| Participants | 107 |
| Persons covered | 488 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| ANTHEM LIFE INSURANCE COMPANY | Health, Rx, Dental, HMO, PPO |
| METLIFE LEGAL PLANS | Dental |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, STD, LTD, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| FOUR EVER LIFE INSURANCE COMPANY | Health |
| ZURICH AMERICAN INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | BLUE CROSS OF CALIFORNIA |
| GALLAGHER BENEFIT SERVICES, INC. | METROPOLITAN LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | RELIANCE STANDARD LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | VISION SERVICE PLAN |
| GALLAGHER BENEFIT SERVICES, INC. | FOUR EVER LIFE INSURANCE COMPANY |
| ANTHEM INSURANCE COMPANIES, INC. | FOUR EVER LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | ZURICH AMERICAN INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/954861680-501
- Cite as: PlanOptica, https://planoptica.com/welfare/954861680-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers