Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$234K
- Health$228K
- Dental$228K
- Vision$228K
- Life$228K
- Short-term disability$228K
- +1 more
Sponsor portfolio
CATHEDRAL HOLDINGS, INC.
EIN 84-3852177Latest filing 2025
Plans
2
Retirement
1
$168.6M assets
Welfare
1
$234K premiums
Participants
238
1755 N BROWN ROAD, SUITE 350 - LAWRENCEVILLE, GA 30043770-831-9010cathedralholdingsinc.comLinkedIn1-10 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $234K premiums / 117 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA97%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- HEALTHJOY0%
Broker market share
Schedule A broker compensation
71%top
- IMA, INC.71%
- JAMES R NELLIGAN & ASSOCIATES LLC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CATHEDRAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
ESOP
Assets$168.6M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CATHEDRAL SERVICES WELFARE BENEFITS PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$234K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CATHEDRAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | ESOP | $168.6M | 121 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CATHEDRAL SERVICES WELFARE BENEFITS PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $234K | 117 | 2025 |
Retirement plans
Welfare plans