Assets by plan
Share of aggregate retirement assets
- & 401K PLAN (#001)$20.0M
Filings through .
C a I Insurance Agency, Inc.
EIN 31-0572951Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$21.1M assets
Health & Benefits
1
Participants
59
2035 READING ROAD - CINCINNATI, OH 452021415513-221-1140
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $21.1M assets / 59 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN
401(k)
Assets$20.0M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
C A I INSURANCE AGENCY INC. DEFINED BENEFIT PLAN
Traditional DB
Assets$1.1M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CAI INSURANCE AGENCY SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | C A I INSURANCE AGENCY, INC. PROFIT SHARING & 401K PLAN | 401(k) | $20.0M | 41 | 2025 |
| #002 | C A I INSURANCE AGENCY INC. DEFINED BENEFIT PLAN | Traditional DB | $1.1M | 18 | 2025 |
- #001 · 401(k) · 202541
- #002 · Traditional DB · 202518
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CAI INSURANCE AGENCY SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans