Catalina Marketing Corporation
Overview
Catalina Marketing Corporation sponsors a self-funded health plan that covered 775 participants in plan year 2025, down 30% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 775 · prior year 1,107
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Catalina Marketing Corporation Health and Welfare Plan, plan 510 (775 participants)
- Broker compensation
- $33K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Prudential Insurance Company of America | Life, Short-term disability, Long-term disability | 227 | $383K | $26K |
| Vision Service Plan | Vision | 168 | $26K | $449 |
| Metropolitan Life Insurance Company | Critical Illness, Hospital Indemnity, Accident | 35 | $23K | $6K |
| MetLife Legal Plans of Florida | Legal | 34 | $12K | $1K |
| Health Advocate Solutions, Inc. | Employee Assistance Program | 233 | $8K | — |
| Federal Insurance Company | Business Travel Accident | 629 | — | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 775 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Catalina Marketing Corporation
- Sponsor EIN
- 33-0499007
- Plan number
- 510
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 33-0499007 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Catalina Marketing Corporation 401(k) Savings and Retirement Plan
- Type
- 401(k) plan
- Participants
- 697
About this data
Source: Catalina Marketing Corporation's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Catalina Marketing Corporation.