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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.6M | 43.5% | |
| Prescription drug | $3.6M | 43.5% | |
| Dental | $431K | 5.3% | |
| Vision | $431K | 5.3% | |
| Other | $68K | 0.8% | |
| Short-term disability | $63K | 0.8% | |
| Life | $55K | 0.7% | |
| Long-term disability | $18K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 940360524 | HRx | $3.5M | 85.7% | 1 | 1 | 430 |
EIN 135581829 | DV | $350K | 8.6% | 1 | 1 | 637 |
EIN 470322111 | LSTDLTDOth | $149K | 3.7% | 1 | 6 | 180 |
EIN 473938530 | HRxDV | $80K | 2.0% | 1 | 1 | 2 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | LOS ANGELES, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE, METROPOLITAN LIFE INSURANCE COMPANY, ARMADACARE | $36K | $171K | $207K | 87.7% | 1 |
| NFP INSURANCE SERVICES INC | NEW YORK, NY | UNITED OF OMAHA LIFE INSURANCE COMPANY, CALIFORNIA PHYSICIANS' SERVICE, METROPOLITAN LIFE INSURANCE COMPANY | $12K | $17K | $29K | 12.2% | 1 |
| LOCKTON COMPANIES, LLC | LOS ANGELES, CA | METROPOLITAN LIFE INSURANCE COMPANY | $43 | $74 | $117 | 0.0% | 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