Plan Ledger DOL Form 5500 · updated monthly

Oaktree Capital Management, LPbenefits

Oaktree Capital Management, L.P. Health and Welfare Plan · LOS ANGELES, CA · plan year 2024

Broker compensation reported · 2024
$80,581

Oaktree Capital Management, LP's benefits plans covered 926 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $922,168. Insurance brokers and agents were paid $80,581 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.7% of premiums. That is $87 per covered person, below the median for employer plans that report broker pay. Broker pay rose 7.4% from $75,047 in 2023.

Insurance contracts · 20243
STANDARD INSURANCE COMPANY · life ltd$922K · 926 covered
VISION SERVICE PLAN · visionpremiums n/a · 730 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 21 covered
Brokers & agents paid · 20241
LOCKTON COMPANIES, LLC$80,581 · incl $33,621 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260189082 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.