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Sponsor portfolioTH

CATE SCHOOL CORPORATION

EIN 95-1644630-education management-Latest filing 2025
Plans
3
Retirement
2
$61.7M assets
Welfare
1
$2.0M premiums
Participants
620
P.O. BOX 5005, 1960 CATE MESA ROAD - CARPINTERIA, CA 93013805-684-4127cate.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
3 filings
#001403b-$41.0M - 283 part#002ProfitSharing-$20.7M - 198 part#502Fully Insured-$2.0M - 208 lives

Retirement portfolio analytics

2 plans aggregated / $61.7M assets / 481 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • OF CATE SCHOOL (#001)67%
  • PROFIT SHARING PLAN (#002)33%
Total $61.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
67%top
  • TIAA67%
  • THE VANGUARD GROUP, INC.33%
Total $61.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF CATE SCHOOL (#001)283
  • PROFIT SHARING PLAN (#002)198
Total 481Click row to drill in

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
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $111K1 slice

Plan deep-dives

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

TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL

403b

Assets$41.0M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CATE SCHOOL CORPORATION PROFIT SHARING PLAN

ProfitSharing

Assets$20.7M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CATE SCHOOL WRAP BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.0M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL403b$41.0M2832024
002CATE SCHOOL CORPORATION PROFIT SHARING PLANProfitSharing$20.7M1982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CATE SCHOOL WRAP BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.0M2082025
Retirement plans
Welfare plans
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