PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Critical Path Institute
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Critical Path Institute

EIN 20-1991334-research-Latest filing 2025
Plans
2
Retirement
1
$26.1M assets
Health & Benefits
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
#001403(b)-$26.1M - 193 part#501Fully insured-$2.1M - 291 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CRITICAL PATH INSTITUTE 403(B) PLAN

403(b)

Assets$26.1M
Participants193
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CRITICAL PATH INSTITUTE HEALTH & WELFARE PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$2.1M
Covered lives291
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CRITICAL PATH INSTITUTE 403(B) PLAN403(b)$26.1M1932025
  • CRITICAL PATH INSTITUTE 403(B) PLAN$26.1M
    #001 · 403(b) · 2025193

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CRITICAL PATH INSTITUTE HEALTH & WELFARE PLANFully insuredBLUE CROSS BLUE SHIELD OF ARIZONA$2.1M2912025
  • CRITICAL PATH INSTITUTE HEALTH & WELFARE PLAN$2.1M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF ARIZONA · 2025291
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica