Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolioTH
CAE USA, INC
EIN 51-0311065defense & spaceLatest filing 2025
Plans
5
Retirement
2
$771.5M assets
Welfare
3
$11.2M premiums
Participants
18,925
Retirement portfolio analytics
2 plans aggregated / $771.5M assets / 6,505 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
- PLAN NUMBER 1 (#004)5,819
Benefits portfolio analytics
3 plans / $11.2M premiums / 9,344 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.1M
- Stop-loss$3.4M
- Vision$1.7M
- Other$1.5M
- Long-term disability$1.5M
- Health$898K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
50%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY50%
- SUN LIFE ASSURANCE COMPANY OF CANADA30%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN7%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
66%top
- AVANT SPECIALTY BENEFITS LLC66%
- AON CONSULTING INC20%
- HOLMES MURPHY & ASSOCIATES8%
- WESTON BRYAN4%
- REED HEADLEY SCHNITTKER3%
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$655.8M
Participants5,819
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$115.7M
Participants686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
CAE USA DISABILITY AND LIFE INSURANCE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$5.6M
Covered lives4,080
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
CAE USA INC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$5.6M
Covered lives5,264
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 | $655.8M | 5,819 | 2025 | |
| 007 | CAE USA, INC. SAVINGS, INVESTMENT & EMPLOYEE BENEFIT PLAN NUMBER 2 | 401k | $115.7M | 686 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | CAE USA DISABILITY AND LIFE INSURANCE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5.6M | 4,080 | 2025 | |
| 501 | CAE USA INC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $5.6M | 5,264 | 2025 | |
| 503 | CAE USA HEALTH CARE REIMBURSEMENT PLAN | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans