Assets by plan
Share of aggregate retirement assets
- OF CATE SCHOOL (#001)$45.8M
Filings through .
Top hat
Cate School
EIN 95-1644630education managementLatest filing 2025
Plans
3
Retirement
2
$66.5M assets
Health & Benefits
1
$2.0M premiums
Participants
621
1960 CATE MESA RD. - CARPINTERIA, CA 93013805-684-4127cate.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $66.5M assets / 482 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- TIAA$45.8M
- THE VANGUARD GROUP, INC.$20.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 208 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$208K
- Vision$208K
- Life$208K
- Short-term disability$208K
- Long-term disability$208K
- +1 more
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
TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL
403(b)
Assets$45.8M
Participants284
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CATE SCHOOL CORPORATION PROFIT SHARING PLAN
Profit-sharing
Assets$20.7M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
CATE SCHOOL WRAP BENEFIT PLAN
Fully insured - BLUE CROSS OF CALIFORNIA
Premiums$2.0M
Covered lives208
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL | 403(b) | $45.8M | 284 | 2025 |
| #002 | CATE SCHOOL CORPORATION PROFIT SHARING PLAN | Profit-sharing | $20.7M | 198 | 2025 |
- #001 · 403(b) · 2025284
- #002 · Profit-sharing · 2025198
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CATE SCHOOL WRAP BENEFIT PLAN | Fully insured | BLUE CROSS OF CALIFORNIA | $2.0M | 208 | 2025 |
- #502 · Fully insured · BLUE CROSS OF CALIFORNIA · 2025208
Retirement plans
Health & Benefits plans