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Sponsor portfolioTH

CATALIGHT FOUNDATION

EIN 94-3120231-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$9.3M premiums
Participants
1,691
2730 SHADELANDS DRIVE - WALNUT CREEK, CA 945982538510-910-3261
Plans on this EIN
2 filings
#001403b-$26.2M - 912 part#501Fully Insured-$9.3M - 1,088 lives

Benefits portfolio analytics

1 plan / $9.3M premiums / 1,088 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.2M
  • Prescription drug$8.2M
  • Dental$605K
  • Life$330K
  • Short-term disability$330K
  • Long-term disability$330K
  • +2 more
Total $9.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • KAISER FOUNDATION HEALTH PLAN INC52%
  • HEALTH NET37%
  • DELTA DENTAL OF CALIFORNIA7%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $9.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • SEQUOIA BENEFITS & INS SVCS LLC54%
  • EDGEWOOD PARTNERS INSURANCE CENTER46%
  • IMG0%
Total $516K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CATALIGHT FOUNDATION 403(B) PLAN

403b

Assets$26.2M
Participants912
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CATALIGHT FOUNDATION EMPLOYEE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$9.3M
Covered lives1,088
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CATALIGHT FOUNDATION 403(B) PLAN403b$26.2M9122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CATALIGHT FOUNDATION EMPLOYEE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$9.3M1,0882024
Retirement plans
Welfare plans
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