Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$3.2M
- Health$3.2M
- Prescription drug$3.2M
- Dental$224K
- Other$212K
- Life$204K
- +2 more
Sponsor portfolio
CASHMERE VALLEY BANK
EIN 91-0168460financial servicesLatest filing 2025
Plans
2
Retirement
1
$30.6M assets
Welfare
1
$3.7M premiums
Participants
707
117 APLETS WAY - CASHMERE, WA 98815509-782-5406cashmerevalleybank.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 365 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- DELTA DENTAL OF CALIFORNIA6%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- STARMOUNT LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
96%top
- MITCHELL HECTOR MORALES96%
- WORKSITE BENEFITS GROUP INC2%
- DOUGLAS G. THURSTON1%
- BENEFITS BY DESIGN INC0%
- GIS BENEFITS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN
401k
Assets$30.6M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CASHMERE VALLEY BANK HEALTH PLAN
Fully Insured - PREMERA BLUE CROSS
Premiums$3.7M
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASHMERE VALLEY BANK 401(K) PROFIT SHARING PLAN | 401k | $30.6M | 406 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CASHMERE VALLEY BANK HEALTH PLAN | Fully Insured | PREMERA BLUE CROSS | $3.7M | 365 | 2025 |
Retirement plans
Welfare plans