Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Prescription drug$4.5M
- Dental$312K
- Vision$312K
- Other$267K
- Life$234K
- +2 more
Sponsor portfolio
CAPITAL INTEGRATION SYSTEMS
EIN 27-1330236Latest filing 2025
Plans
2
Retirement
1
$23.0M assets
Welfare
1
$5.1M premiums
Participants
563
527 MADISON AVENUE - NEW YORK, NE 10022917-242-7733
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.1M premiums / 488 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- ANTHEM LIFE INSURANCE COMPANY89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
78%top
- MARSH & MCLENNAN AGENCY LLC78%
- CENTERSTONE INSURANCE AND FINANCIAL22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAIS RETIREMENT SAVINGS PLAN
401k
Assets$23.0M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPITAL INTEGRATION SYSTEMS HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM BLUE CROSS
Premiums$5.1M
Covered lives488
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAIS RETIREMENT SAVINGS PLAN | 401k | $23.0M | 301 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPITAL INTEGRATION SYSTEMS HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM BLUE CROSS | $5.1M | 488 | 2025 |
Retirement plans
Welfare plans