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Sponsor portfolio

CATALIS HOLDCO

EIN 83-4154316-Latest filing 2025
Plans
2
Retirement
1
$50.9M assets
Welfare
1
$536K premiums
Participants
1,719
3025 WINDWARD PLAZA, SUITE 200 - ALPHARETTA, GA 30005678-214-6160
Plans on this EIN
2 filings
#001401k-$50.9M - 1,011 part#501Mixed-$536K - 934 lives

Benefits portfolio analytics

1 plan / $536K premiums / 934 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$224K
  • Long-term disability$137K
  • Short-term disability$103K
  • Vision$39K
  • Other$33K
Total $536K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA93%
  • EYEMED VISION CARE7%
Total $536K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $35K1 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

CATALIS HOLDCO, INC. 401(K) PLAN

401k

Assets$50.9M
Participants1,011
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CATALIS HOLDCO HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$536K
Covered lives934
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CATALIS HOLDCO, INC. 401(K) PLAN401k$50.9M1,0112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CATALIS HOLDCO HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$536K9342025
Retirement plans
Welfare plans
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