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Sponsor portfolio

COMMUNITY ACTION TEAM, INC.

EIN 93-0554156-individual & family services-Latest filing 2025
Plans
3
Retirement
1
$5.2M assets
Welfare
2
$1.2M premiums
Participants
428
124 NORTH 18TH STREET - SAINT HELENS, OR 97051503-366-6570LinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#002401k-$5.2M - 186 part#501Fully Insured-$1.2M - 139 lives#502Fully Insured-$87K - 121 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Life$89K
  • Short-term disability$87K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • LIBERTY COMPANY INSURANCE BROKERS80%
  • THOMAS P. FINK18%
  • JEANI FINK1%
  • PREFERRED PRODUCT NETWORK1%
Total $38K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

C.A.T. RETIREMENT AND SAVINGS PLAN

401k

Assets$5.2M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY ACTION TEAM, INC.

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COMMUNITY ACTION TEAM INC LIFE AND DISABILITY PLAN

Fully Insured - THE STANDARD INSURANCE COMPANY

Premiums$87K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002C.A.T. RETIREMENT AND SAVINGS PLAN401k$5.2M1862024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY ACTION TEAM, INC.Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M1392025
502COMMUNITY ACTION TEAM INC LIFE AND DISABILITY PLANFully InsuredTHE STANDARD INSURANCE COMPANY$87K1212025
Retirement plans
Welfare plans
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