Form 5500 · Employee benefit plan · LOS ANGELES, CA
OAKTREE CAPITAL MANAGEMENT, LP
Public Form 5500 records show how OAKTREE CAPITAL MANAGEMENT, LP (LOS ANGELES, CA) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through STANDARD INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0189082 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Life, Disability | 926 | December | $46,960 |
| VISION SERVICE PLAN | Vision | 730 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 21 | December | $0 |
Questions
Who is OAKTREE CAPITAL MANAGEMENT, LP's benefits broker?
Per its most recent Form 5500 Schedule A, OAKTREE CAPITAL MANAGEMENT, LP's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does OAKTREE CAPITAL MANAGEMENT, LP use?
OAKTREE CAPITAL MANAGEMENT, LP's benefit plan is written through STANDARD INSURANCE COMPANY, among 3 disclosed carriers.
When does OAKTREE CAPITAL MANAGEMENT, LP's group plan renew?
The most recent Schedule A policy period for OAKTREE CAPITAL MANAGEMENT, LP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OAKTREE CAPITAL MANAGEMENT, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.