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Sponsor portfolio

CRITICAL PATH INSTITUTE

EIN 20-1991334-research-Latest filing 2025
Plans
2
Retirement
1
$26.1M assets
Welfare
1
$2.1M premiums
Participants
337
1840 EAST RIVER ROAD, SUITE 100 - TUCSON, AZ 85718520-547-3457c-path.orgLinkedIn51-200 employeesresearch
Plans on this EIN
2 filings
#001403b-$26.1M - 193 part#501Fully Insured-$2.1M - 291 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Other$189K
  • Life$173K
  • Short-term disability$173K
  • Long-term disability$173K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA8%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • AFLAC1%
  • EYEMED VISION CARE1%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • MARSH & MCLENNAN AGENCY LLC72%
  • LOVITT AND TOUCHE, INC.21%
  • BLUE CROSS BLUE SHIELD OF FLORIDA6%
  • KAITLIN RENE CZARNECKI1%
  • MARK HILL0%
  • +3 more
Total $139K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CRITICAL PATH INSTITUTE 403(B) PLAN

403b

Assets$26.1M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRITICAL PATH INSTITUTE HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$2.1M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRITICAL PATH INSTITUTE 403(B) PLAN403b$26.1M1932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRITICAL PATH INSTITUTE HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$2.1M2912025
Retirement plans
Welfare plans
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