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Benefits Intelligence/Broker Directory/Ohio

Cai/Insurance Agency, Inc

Cincinnati, OH

Cai/Insurance Agency, Inc of Cincinnati, OH is the broker of record on 10 Form 5500 Schedule A filings covering 9 employer benefit plans across 2 states, with $95,367 in reported broker commissions (plan year 2024).

Employer clients
9
distinct plan sponsors
Schedule A filings
10
States served
2
Reported commissions
$95,367
plan year 2024
Reported fees
$18,759

Employer clients

Plan sponsors naming Cai/Insurance Agency, Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Bbi Logistics LLCOH3082025-04-30
Aed Enterprises, LLCOH1992024-12-31
Cronin Ford, Inc.OH1592025-04-30
6 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.