Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Dental$463K
- Other$179K
- Life$128K
- Long-term disability$128K
- Vision$100K
Sponsor portfolio
CATALYST FAMILY INC.
EIN 94-2376637education managementLatest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$7.8M premiums
Participants
2,852
350 WOODVIEW AVE, SUITE 100 - MORGAN HILL, CA 95037408-556-7300cdicdc.orgLinkedIn1001-5000 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.8M premiums / 1,595 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DELTA DENTAL OF CALIFORNIA6%
- HARTFORD LIFE AND ACCIDENT2%
- VISION SERVICE PLAN1%
- HEALTH ADVOCATE SOLUTIONS, INC.1%
Broker market share
Schedule A broker compensation
58%top
- WILLIS TOWERS WATSON US LLC58%
- SEQUOIA BENEFITS & INS SVCS LLC42%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CATALYST FAMILY 401(K) PLAN
401k
Assets$20.6M
Participants1,658
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CATALYST FAMILY INC. GROUP WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$7.8M
Covered lives1,595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CATALYST FAMILY 401(K) PLAN | 401k | $20.6M | 1,658 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CATALYST FAMILY INC. GROUP WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $7.8M | 1,595 | 2025 |
Retirement plans
Welfare plans