Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Vision$1.9M
- Dental$85K
- Other$77K
- Life$61K
- Long-term disability$40K
- +1 more
Sponsor portfolio
CAI SOFTWARE LLC
EIN 47-1806394computer softwareLatest filing 2025
Plans
2
Retirement
1
$36.3M assets
Welfare
1
$2.1M premiums
Participants
235
24 ALBION ROAD, STE 230 - LINCOLN, RI 02865412-303-5956caisoft.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 184 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
53%top
- HILB GROUP OF NEW ENGLAND53%
- HUB INTERNATIONAL MIDWEST LIMITED31%
- NEESENROLL16%
- LORI ANN MARTINEZ0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAI SOFTWARE LLC 401(K) PROFIT SHARING PLAN
401k
Assets$36.3M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAI SOFTWARE LLC EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$2.1M
Covered lives184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAI SOFTWARE LLC 401(K) PROFIT SHARING PLAN | 401k | $36.3M | 163 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAI SOFTWARE LLC EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $2.1M | 184 | 2025 |
Retirement plans
Welfare plans