Form 5500 · Employee benefit plan · LOS ANGELES, CA
CAUSEWAY CAPITAL MANAGEMENT, LLC
CAUSEWAY CAPITAL MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is GALLAGHER BENEFIT SERVICES, INC.. Coverage is written through BLUE CROSS OF CALIFORNIA and 5 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-4861680 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS OF CALIFORNIA | Health, Dental | 320 | July | $164,944 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 488 | July | $18,754 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 2 | July | $6,063 |
| VISION SERVICE PLAN | Vision | 103 | July | $1,329 |
| FOUR EVER LIFE INSURANCE COMPANY | Health | 107 | July | $454 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 107 | July | $147 |
Questions
Who is CAUSEWAY CAPITAL MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CAUSEWAY CAPITAL MANAGEMENT, LLC's broker of record is GALLAGHER BENEFIT SERVICES, INC..
What insurance carrier does CAUSEWAY CAPITAL MANAGEMENT, LLC use?
CAUSEWAY CAPITAL MANAGEMENT, LLC's benefit plan is written through BLUE CROSS OF CALIFORNIA, among 6 disclosed carriers.
When does CAUSEWAY CAPITAL MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for CAUSEWAY CAPITAL MANAGEMENT, LLC ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CAUSEWAY CAPITAL MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.