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Sponsor portfolio

CATALINA CHANNEL EXPRESS, INC.

EIN 95-3650406-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
1
$30.1M assets
Welfare
1
$1.7M premiums
Participants
515
385 E. SWINFORD ST., 2ND FLOOR - SAN PEDRO, CA 90731310-519-7971
Plans on this EIN
2 filings
#001401k-$30.1M - 354 part#501Fully Insured-$1.7M - 227 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$111K
  • Life$62K
  • Other$62K
  • Short-term disability$39K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • KAISER FOUNDATION HEALTH PLAN INC59%
  • HEALTH NET29%
  • DELTA DENTAL OF CALIFORNIA7%
  • AFLAC2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • S AND K FIN AND INS SERVICES, INC.63%
  • COMPLIANCE SERVICES AGENCY18%
  • LIS INSURANCE SOLUTIONS9%
  • CAMERON J BELL6%
  • DAVID HERNANDEZ1%
  • +3 more
Total $90K8 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

CATALINA CHANNEL EXPRESS, INC. 401(K) PLAN AND TRUST

401k

Assets$30.1M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CATALINA EXPRESS HEALTH CARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.7M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CATALINA CHANNEL EXPRESS, INC. 401(K) PLAN AND TRUST401k$30.1M3542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CATALINA EXPRESS HEALTH CARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.7M2272024
Retirement plans
Welfare plans
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