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Sponsor portfolioWelfare / HealthEIN 20-8541105

CLEARLAKE CAPITAL GROUP, L.P.

233 WILSHIRE BLVD. STE 800 · SANTA MONICA, CA 90401
3104008800
Plans filed
1
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
637
No prior year
Total participants
183
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.1M
CLEARLAKE CAPITAL GROUP, L.P. HEALTH AND WELFARE PLAN
Fully insured637 covered·4 carriers
Primary: CALIFORNIA PHYSICIANS' SERVICE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.6M43.5%
Prescription drug$3.6M43.5%
Dental$431K5.3%
Vision$431K5.3%
Other$68K0.8%
Short-term disability$63K0.8%
Life$55K0.7%
Long-term disability$18K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CALIFORNIA PHYSICIANS SERVICE
EIN 940360524
HRx
$3.5M85.7%11430
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$350K8.6%11637
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$149K3.7%16180
ARMADACARE
EIN 473938530
HRxDV
$80K2.0%112

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCLOS ANGELES, CAUNITED OF OMAHA LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE, METROPOLITAN LIFE INSURANCE COMPANY, ARMADACARE$36K$171K$207K87.7%1
NFP INSURANCE SERVICES INCNEW YORK, NYUNITED OF OMAHA LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE, METROPOLITAN LIFE INSURANCE COMPANY$12K$17K$29K12.2%1
LOCKTON COMPANIES, LLCLOS ANGELES, CAMETROPOLITAN LIFE INSURANCE COMPANY$43$74$1170.0%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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