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Sponsor portfolio

CAF USA, INC.

EIN 52-2125544-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$3.2M premiums
Participants
347
300 EAST 18TH STREET - ELMIRA HEIGHTS, NY 14903607-857-9018
Plans on this EIN
2 filings
#001401k-$12.7M - 219 part#501Fully Insured-$3.2M - 128 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Short-term disability$274K
  • Long-term disability$274K
  • Life$226K
  • Dental$164K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • VALICENTI INSURANCE SERVICES72%
  • EMERSON REID LLC16%
  • ENROLLEASE12%
Total $133K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAF USA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.7M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAF BENEFIT PLAN

Fully Insured - EXCELLUS BLUECROSS BLUESHIELD

Premiums$3.2M
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAF USA, INC. 401(K) PROFIT SHARING PLAN401k$12.7M2192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAF BENEFIT PLANFully InsuredEXCELLUS BLUECROSS BLUESHIELD$3.2M1282024
Retirement plans
Welfare plans
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