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  2. CATALINA ISLAND COMPANY
Sponsor portfolioTH

CATALINA ISLAND COMPANY

EIN 33-0672690-leisure, travel & tourism-Latest filing 2025
Plans
3
Retirement
1
$27.3M assets
Welfare
2
$2.7M premiums
Participants
883
PO BOX 737, 150 METROPOLE - AVALON, CA 90704310-510-2000visitcatalinaisland.comLinkedIn201-500 employeesleisure, travel & tourism
Plans on this EIN
3 filings
#003401k-$27.3M - 462 part#501Fully Insured-$2.5M - 329 lives#502Fully Insured-$168K - 229 lives

Benefits portfolio analytics

2 plans / $2.7M premiums / 558 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$139K
  • Other$123K
  • Life$71K
  • Long-term disability$51K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • STANDARD INSURANCE COMPANY1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • EDGEWOOD PARTNERS INSURANCE CENTER93%
  • PROFESSIONAL GROUP PLANS INC3%
  • ARCHON LLC3%
  • LOCKTON COMPANIES, LLC1%
Total $158K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SANTA CATALINA ISLAND SAVINGS PLAN

401k

Assets$27.3M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CATALINA ISLAND COMPANY GROUP HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CATALINA ISLAND COMPANY LIFE, AD&D AND LTD PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$168K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SANTA CATALINA ISLAND SAVINGS PLAN401k$27.3M4622024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CATALINA ISLAND COMPANY GROUP HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.5M3292025
502CATALINA ISLAND COMPANY LIFE, AD&D AND LTD PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$168K2292025
Retirement plans
Welfare plans
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