PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CAI SOFTWARE LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 47-1806394

CAI SOFTWARE LLC

24 ALBION ROAD · LINCOLN, RI 02865
4123035956
Plans filed
1
Years active
2023–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
184
No prior year
Total participants
72
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
CAI SOFTWARE LLC EMPLOYEE BENEFIT PLAN
Fully insured184 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M46.7%
Vision$1.9M46.7%
Dental$85K2.1%
Other$77K1.9%
Life$61K1.5%
Long-term disability$40K1.0%
Short-term disability$9K0.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 050158952
HDV
$2.0M95.8%12184
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$88K4.2%17102

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HILB GROUP OF NEW ENGLANDCRANSTON, RIUNUM LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF RHODE ISLAND$8K$26K$34K53.0%1
HUB INTERNATIONAL MIDWEST LIMITEDROSEVILLE, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF RHODE ISLAND$5K$15K$20K31.0%1
NEESENROLLSUTTON, MAUNUM LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$3K$7K$10K15.7%1
LORI ANN MARTINEZOXFORD, MAUNUM LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY$163$0$1630.3%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica