# CRITICAL PATH INSTITUTE HEALTH & WELFARE PLAN

Health and welfare plan sponsored by **CRITICAL PATH INSTITUTE**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CRITICAL PATH INSTITUTE |
| EIN | 201991334 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | TUCSON, AZ |
| Industry | research |
| Funding | fully insured |
| Total premiums | $2.1M |
| Participants | 144 |
| Persons covered | 291 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BCBS OF ARIZONA | Health, Rx |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| METLIFE LEGAL PLANS | Dental |
| AFLAC | Other |
| EYEMED VISION CARE | Vision |
| CURALINC HEALTHCARE | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | BLUE CROSS BLUE SHIELD OF ARIZONA |
| LOVITT AND TOUCHE, INC. | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA |
| BLUE CROSS BLUE SHIELD OF FLORIDA | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA |
| EDGEWOOD PARTNERS INSURANCE CENTER | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA |
| LOVITT AND TOUCHE, INC. | METROPOLITAN LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| EDGEWOOD PARTNERS INSURANCE CENTER | METROPOLITAN LIFE INSURANCE COMPANY |
| KAITLIN RENE CZARNECKI | AFLAC |
| MARSH & MCLENNAN AGENCY LLC | AFLAC |
| MARK HILL | AFLAC |
| SETH G KNOWLTON | AFLAC |
| KELLY MCGARRY | AFLAC |
| BRITTON JOHNSON | AFLAC |
| SCOTT KOSTEL | AFLAC |
| LOVITT AND TOUCHE, INC. | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/201991334-501
- Cite as: PlanOptica, https://planoptica.com/welfare/201991334-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers