Form 5500 · Employee benefit plan · SANTA MONICA, CA
CLEARLAKE CAPITAL GROUP, L.P.
CLEARLAKE CAPITAL GROUP, L.P. of SANTA MONICA, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through CALIFORNIA PHYSICIANS' SERVICE and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8541105 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CALIFORNIA PHYSICIANS' SERVICE | Health | 258 | December | $152,450 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 559 | December | $27,743 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 102 | December | $22,153 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 159 | December | $8,518 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 159 | December | $5,893 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 50 | December | $2,073 |
| ARMADACARE | Health, Dental, Vision | 2 | December | $475 |
Questions
Who is CLEARLAKE CAPITAL GROUP, L.P.'s benefits broker?
Per its most recent Form 5500 Schedule A, CLEARLAKE CAPITAL GROUP, L.P.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does CLEARLAKE CAPITAL GROUP, L.P. use?
CLEARLAKE CAPITAL GROUP, L.P.'s benefit plan is written through CALIFORNIA PHYSICIANS' SERVICE, among 7 disclosed carriers.
When does CLEARLAKE CAPITAL GROUP, L.P.'s group plan renew?
The most recent Schedule A policy period for CLEARLAKE CAPITAL GROUP, L.P. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CLEARLAKE CAPITAL GROUP, L.P.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.