Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolioTH
CAE USA, INC.
EIN 51-0311065defense & spaceLatest filing 2024
Plans
5
Retirement
2
$652.1M assets
Welfare
3
$13.2M premiums
Participants
19,362
Retirement portfolio analytics
2 plans aggregated / $652.1M assets / 6,741 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
- PLAN NUMBER 1 (#004)5,963
Benefits portfolio analytics
3 plans / $13.2M premiums / 9,365 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$4.6M
- Life$4.5M
- Vision$1.8M
- Long-term disability$1.6M
- Other$1.5M
- Health$966K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
47%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY47%
- SUN LIFE ASSURANCE COMPANY OF CANADA35%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
- VISION SERVICE PLAN6%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- +3 more
Broker market share
Schedule A broker compensation
61%top
- AVANT SPECIALTY BENEFITS LLC61%
- STEALTH PARTNER GROUP LLC15%
- AON CONSULTING INC13%
- HOLMES MURPHY & ASSOCIATES5%
- WESTON BRYAN3%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CAE USA, INC. SAVINGS, INVESTMENT & EMPLOYEE BENEFIT PLAN NUMBER 1
401k
Assets$544.9M
Participants5,963
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
CAE USA, INC. SAVINGS, INVESTMENT & EMPLOYEE BENEFIT PLAN NUMBER 2
401k
Assets$107.1M
Participants778
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAE USA INC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$6.9M
Covered lives5,330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
CAE USA DISABILITY AND LIFE INSURANCE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$6.3M
Covered lives4,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CAE USA HEALTH CARE REIMBURSEMENT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CAE USA, INC. SAVINGS, INVESTMENT & EMPLOYEE BENEFIT PLAN NUMBER 1 | 401k | $544.9M | 5,963 | 2024 | |
| 007 | CAE USA, INC. SAVINGS, INVESTMENT & EMPLOYEE BENEFIT PLAN NUMBER 2 | 401k | $107.1M | 778 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAE USA INC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $6.9M | 5,330 | 2024 | |
| 505 | CAE USA DISABILITY AND LIFE INSURANCE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6.3M | 4,035 | 2024 | |
| 503 | CAE USA HEALTH CARE REIMBURSEMENT PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans