Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$753K
- Dental$48K
- Life$16K
- Long-term disability$16K
- Other$16K
- Vision$6K
Sponsor portfolio
CASCADE ASSET MANAGEMENT, LLC
EIN 39-1959368Latest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$824K premiums
Participants
255
6701 MANUFACTURERS DRIVE - MADISON, WI 53704608-316-6637
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $824K premiums / 113 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN91%
- DELTA DENTAL OF CALIFORNIA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
59%top
- HUNTINGTON INSURANCE INC59%
- M3 INSURANCE SOLUTIONS INC41%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASCADE ASSET MANAGEMENT 401(K) RETIREMENT PLAN
401k
Assets$2.5M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASCADE ASSET MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed - GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
Premiums$824K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASCADE ASSET MANAGEMENT 401(K) RETIREMENT PLAN | 401k | $2.5M | 141 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASCADE ASSET MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN | Mixed | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $824K | 113 | 2025 |
Retirement plans
Welfare plans