Plan5500

Catalina Island Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Catalina Island Company (EIN 33-0672690) is a plan sponsor located in Avalon, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0672690
Location
Avalon, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Catalina Island Company

  • 3 loaded plans hold $24.1M in reported assets.
  • The largest, Santa Catalina Island Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,056 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.1MSummed across loaded plans$24,076,909
Total reported assets$24.1M$24,076,909
Total reported participants1.1K1,056
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.1M total assets
Net assets$24.1MLiabilities$0
Contributions & income
Employer contributions$716.9K
Participant contributions$1.1M
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Santa Catalina Island Savings Plan
Participants per plan352Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Santa Catalina Island Savings Plan$24.1M
    Plan #003 · 555 participants · 2023
  2. 2
    Catalina Island Company Life, Ad&D And Ltd Plannot reported in the loaded dataset
    Plan #502 · 269 participants · 2023
  3. 3
    Catalina Island Company Group Health Plannot reported in the loaded dataset
    Plan #501 · 232 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Catalina Island Company. Open one for its full reported snapshot.

  1. 2023
    Santa Catalina Island Savings Plan555 participants · 2Sch HSch C
    View filing →
  2. 2023
    Catalina Island Company Group Health Plan232 participants · 2No schedules
    View filing →
  3. 2023
    Catalina Island Company Life, Ad&D And Ltd Plan269 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Catalina Island Company report on Form 5500?
Catalina Island Company (EIN 33-0672690) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Catalina Island Company?
The Employer Identification Number (EIN) reported for Catalina Island Company is 33-0672690.
What is the latest Form 5500 filing year for Catalina Island Company?
The latest loaded Form 5500 filing year for Catalina Island Company is 2023.

Related Form 5500 pages