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Sponsor portfolio

CATALER NORTH AMERICA CORPORATION

EIN 56-2231147-automotive-Latest filing 2025
Plans
3
Retirement
1
$11.2M assets
Welfare
2
$5.1M premiums
Participants
728
2002 CATALER DRIVE - LINCOLNTON, NC 28092828-970-0026cataler.co.jpLinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#001401k-$11.2M - 186 part#501Fully Insured-$5.1M - 832 lives#001Self Funded-0 lives

Benefits portfolio analytics

2 plans / $5.1M premiums / 832 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.6M
  • Health$4.5M
  • Prescription drug$4.5M
  • Dental$214K
  • Short-term disability$197K
  • Long-term disability$56K
  • +2 more
Total $5.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • USABLE LIFE8%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • STARMOUNT LIFE INSURANCE COMPANY0%
Total $5.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • MICHELSEN BENEFITS GROUP, INC.53%
  • NFP INSURANCE SERVICES INC37%
  • MOSAIC GROUP SERVICES10%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $246K4 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

CATALER NORTH AMERICA 401(K) PLAN

401k

Assets$11.2M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CATALER NORTH AMERICA WELFARE PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$5.1M
Covered lives832
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

CATALER NORTH AMERICA 401(K) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CATALER NORTH AMERICA 401(K) PLAN401k$11.2M1862025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CATALER NORTH AMERICA WELFARE PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$5.1M8322025
001CATALER NORTH AMERICA 401(K) PLANSelf Funded-$002025
Retirement plans
Welfare plans
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