Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Prescription drug$3.0M
- Dental$409K
- Vision$409K
- Life$409K
- Short-term disability$409K
- +2 more
Sponsor portfolio
SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES
EIN 52-2321476Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$2.9M premiums
Participants
756
2290 EAST YEAGER DRIVE, SUITE 250 - CHANDLER, AZ 85286480-539-5230
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 414 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- METROPOLITAN LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
100%top
- GBS ARIZONA INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CASCADE FINANCIAL SERVICES 401(K) PLAN
401k
Assets$14.0M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHWEST STAGE
Fully Insured - BANNER HEALTH AND AETNA HEALTH
Premiums$2.9M
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASCADE FINANCIAL SERVICES 401(K) PLAN | 401k | $14.0M | 342 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHWEST STAGE | Fully Insured | BANNER HEALTH AND AETNA HEALTH | $2.9M | 414 | 2025 |
Retirement plans
Welfare plans