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Sponsor portfolioWelfare / HealthEIN 20-1991334

CRITICAL PATH INSTITUTE

1840 EAST RIVER ROAD, SUITE 100 · TUCSON, AZ 85718
5205473440
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
291
No prior year
Total participants
144
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
CRITICAL PATH INSTITUTE HEALTH & WELFARE PLAN
Fully insured291 covered·6 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M41.1%
Prescription drug$1.9M41.1%
Other$189K4.2%
Life$173K3.8%
Short-term disability$173K3.8%
Long-term disability$173K3.8%
Dental$87K1.9%
Vision$12K0.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRx
$1.9M86.6%11231
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTDOth
$173K8.0%11145
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$87K4.1%11291
AFLAC
EIN 822723296
Oth
$12K0.6%118
EYEMED VISION CARE
EIN 430949844
V
$12K0.5%11223
CURALINC HEALTHCARE
EIN 331206383
Oth
$4K0.2%11128

Broker overview

10 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCTUCSON, AZAFLAC, METROPOLITAN LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF ARIZONA$98K$942$99K71.5%1
LOVITT AND TOUCHE, INC.TUCSON, AZEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO$30K$53$30K21.4%1
BLUE CROSS BLUE SHIELD OF FLORIDAPHOENIX, AZEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$8K$8K5.7%1
KAITLIN RENE CZARNECKIVAIL, AZAFLAC$822$0$8220.6%1
MARK HILLTUCSON, AZAFLAC$263$0$2630.2%1
SETH G KNOWLTONORO VALLEY, AZAFLAC$261$0$2610.2%1
KELLY MCGARRYTUCSON, AZAFLAC$164$0$1640.1%1
BRITTON JOHNSONCOLORADO SPRINGS, COAFLAC$142$0$1420.1%1
EDGEWOOD PARTNERS INSURANCE CENTERCONCORD, CAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY$1$126$1270.1%1
SCOTT WOODSCOTTSDALE, AZAFLAC$84$0$840.1%1

History & trajectory

4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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