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Sponsor portfolioTH

CATALINA MARKETING CORPORATION

EIN 33-0499007-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$139.6M assets
Welfare
1
$452K premiums
Participants
1,325
200 CARILLON PARKWAY - ST. PETERSBURG, FL 33716727-579-5321catalina-marketing.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$139.6M - 684 part#510Mixed-$452K - 629 lives

Benefits portfolio analytics

1 plan / $452K premiums / 629 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$426K
  • Life$383K
  • Short-term disability$383K
  • Long-term disability$383K
  • Vision$26K
Total $452K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA85%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN6%
  • HEALTH ADVOCATE SOLUTIONS, INC.2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $452K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $33K1 slice

Plan deep-dives

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

CATALINA MARKETING CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN

401k

Assets$139.6M
Participants684
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CATALINA MARKETING CORPORATION HEALTH AND WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$452K
Covered lives629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CATALINA MARKETING CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN401k$139.6M6842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CATALINA MARKETING CORPORATION HEALTH AND WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$452K6292025
Retirement plans
Welfare plans
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