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Sponsor portfolioWelfare / HealthEIN 33-0672690

CATALINA ISLAND COMPANY

PO BOX 737, 150 METROPOLE · AVALON, CA 90704
3105102000
Plans filed
2
Years active
2016–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
558
No prior year
Total participants
421
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$2.5M
CATALINA ISLAND COMPANY GROUP HEALTH PLAN
Fully insured329 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$168K
CATALINA ISLAND COMPANY LIFE, AD&D AND LTD PLAN
Fully insured229 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M46.0%
Prescription drug$2.3M46.0%
Dental$139K2.7%
Other$123K2.4%
Life$71K1.4%
Long-term disability$51K1.0%
Vision$21K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$2.3M87.5%11281
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$168K6.3%16229
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
D
$139K5.2%11329
STANDARD INSURANCE COMPANY
EIN 930242990
V
$21K0.8%11191
HEALTH AND HUMAN RESOURCE CENTER
EIN 330052273
Oth
$6K0.2%11260

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERSAN FRANCISCO, CASTANDARD INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$133K$13K$146K92.5%2
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYPRINCIPAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$5K$5K3.4%2
ARCHON LLCHAUPPAUGE, NYTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$4K$4K2.6%1
LOCKTON COMPANIES, LLCLOS ANGELES, CAPRINCIPAL LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2K$0$2K1.4%2

History & trajectory

10 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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