Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CASCADES USA INC.
EIN 68-0592968ManufacturingLatest filing 2024
Plans
3
Retirement
2
$229.3M assets
Welfare
1
$6.1M premiums
Participants
5,593
1 TURNER PL - NIAGARA FALLS, NY 14303518-238-1900
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $229.3M assets / 3,537 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.1M premiums / 4,832 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.8M
- Short-term disability$5.0M
- Life$4.4M
- Dental$3.7M
- Long-term disability$3.7M
- Vision$196K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
62%top
- METROPOLITAN LIFE INSURANCE COMPANY62%
- AFLAC22%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY11%
- ANTHEM LIFE INSURANCE COMPANY3%
- MAXORPLUS2%
Broker market share
Schedule A broker compensation
52%top
- USI INSURANCE SERVICES LLC52%
- EPSIX, INC.38%
- LORI A. VEILLETTE5%
- PLANSOURCE BENEFITS ADMINISTRATION3%
- SHAWN DECELLE1%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CASCADES 401(K) SAVINGS AND RETIREMENT PLAN
401k
Assets$174.8M
Participants2,432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CASCADES UNION EMPLOYEES 401(K) PLAN
401k
Assets$54.5M
Participants1,105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CASCADES USA HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$6.1M
Covered lives4,832
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CASCADES 401(K) SAVINGS AND RETIREMENT PLAN | 401k | $174.8M | 2,432 | 2024 | |
| 005 | CASCADES UNION EMPLOYEES 401(K) PLAN | 401k | $54.5M | 1,105 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CASCADES USA HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $6.1M | 4,832 | 2024 |
Retirement plans
Welfare plans