PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Catalyst Family Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Catalyst Family Inc.

EIN 94-2376637-education management-Latest filing 2025
Plans
2
Retirement
1
$25.6M assets
Health & Benefits
1
$7.8M premiums
Participants
3,081
350 WOODVIEW AVENUE, #100 - MORGAN HILL, CA 95037408-556-7300cdicdc.orgLinkedIn1001-5000 employeeseducation management
Plans on this EIN
2 filings
#001401(k)-$25.6M - 1,887 part#501Fully insured-$7.8M - 1,595 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $7.8M premiums / 1,595 covered lives

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
Total $7.8M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CATALYST FAMILY 401(K) PLAN

401(k)

Assets$25.6M
Participants1,887
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CATALYST FAMILY INC. GROUP WELFARE PLAN

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$7.8M
Covered lives1,595
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CATALYST FAMILY 401(K) PLAN401(k)$25.6M1,8872025
  • CATALYST FAMILY 401(K) PLAN$25.6M
    #001 · 401(k) · 20251,887

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CATALYST FAMILY INC. GROUP WELFARE PLANFully insuredBLUE CROSS OF CALIFORNIA$7.8M1,5952025
  • CATALYST FAMILY INC. GROUP WELFARE PLAN$7.8M
    #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 20251,595
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica