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Sponsor portfolioWelfare / HealthEIN 26-0189082
OAKTREE CAPITAL MANAGEMENT, LP
333 SOUTH GRAND AVENUE · LOS ANGELES, CA 90071
2138306248
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 55
- Latest filing
- 2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
959
No prior year
Total participants
949
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 |
|---|---|---|---|
| Other | $967K | 36.0% | |
| Life | $921K | 34.3% | |
| Long-term disability | $596K | 22.2% | |
| Vision | $199K | 7.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | LLTDOth | $1.5M | 86.1% | 1 | 2 | 959 |
EIN 941632821 | V | $199K | 11.3% | 1 | 1 | 759 |
EIN 010278678 | Oth | $46K | 2.6% | 1 | 1 | 20 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | PASADENA, CA | STANDARD INSURANCE COMPANY | $37K | $33K | $71K | 71.2% | 1 |
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | STANDARD INSURANCE COMPANY | $29K | $0 | $29K | 28.8% | 1 |
History & trajectory
11 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