Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$641K
- Prescription drug$641K
- Stop-loss$641K
- Life$274K
- Other$274K
- Long-term disability$233K
- +2 more
Sponsor portfolioTH
CATAWBA COLLEGE
EIN 56-0530251higher educationLatest filing 2025
Plans
4
Retirement
1
$46.9M assets
Welfare
3
$935K premiums
Participants
1,615
2300 W. INNES STREET - SALISBURY, NC 28144704-645-4535catawba.eduLinkedIn501-1000 employeeshigher education
Benefits portfolio analytics
3 plans / $935K premiums / 1,046 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- BLUE CROSS OF CALIFORNIA69%
- SUN LIFE ASSURANCE COMPANY OF CANADA31%
Broker market share
Schedule A broker compensation
100%top
- J. ARTHUR DAIL, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CATAWBA COLLEGE RETIREMENT PLAN
403b
Assets$46.9M
Participants696
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CATAWBA COLLEGE HEALTH AND FLEXIBLE BENEFITS PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$853K
Covered lives436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CATAWBA COLLEGE GROUP LIFE INSURANCE PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$62K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CATAWBA COLLEGE DISABILITY COVERAGE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$21K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CATAWBA COLLEGE RETIREMENT PLAN | 403b | $46.9M | 696 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CATAWBA COLLEGE HEALTH AND FLEXIBLE BENEFITS PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $853K | 436 | 2025 | |
| 502 | CATAWBA COLLEGE GROUP LIFE INSURANCE PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $62K | 305 | 2025 | |
| 503 | CATAWBA COLLEGE DISABILITY COVERAGE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $21K | 305 | 2025 |
Retirement plans
Welfare plans