Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C A I INSURANCE AGENCY, INC.
EIN 31-0572951Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$21.1M assets
Welfare
1
Participants
59
2035 READING ROAD - CINCINNATI, OH 452021415513-221-1140
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $21.1M assets / 59 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN
401k
Assets$20.0M
Participants41
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
C A I INSURANCE AGENCY INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
CAI INSURANCE AGENCY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN | 401k | $20.0M | 41 | 2025 | |
| 002 | C A I INSURANCE AGENCY INC. DEFINED BENEFIT PLAN | TraditionalDB | $1.1M | 18 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAI INSURANCE AGENCY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans