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  2. GROUP HEALTH AND WELFARE PLAN FOR THE EES OF WHG III
Sponsor portfolio

GROUP HEALTH AND WELFARE PLAN FOR THE EES OF WHG III

EIN 91-1307932-Latest filing 2025
Plans
2
Retirement
1
$92.2M assets
Welfare
1
$2.1M premiums
Participants
905
2365 CARILLON POINT - KIRKLAND, WA 98033425-889-7900
Plans on this EIN
2 filings
#001401k-$92.2M - 226 part#501Mixed-$2.1M - 1,568 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,568 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.3M
  • Life$704K
  • Long-term disability$704K
  • Other$704K
Total $2.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • DELTA DENTAL OF CALIFORNIA66%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA34%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $28K2 slices

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 COMPANY 401(K) PLAN

401k

Assets$92.2M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP HEALTH AND WELFARE PLAN FOR THE EES OF WHG III

Mixed - DELTA DENTAL OF WASHINGTON

Premiums$2.1M
Covered lives1,568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN401k$92.2M2262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP HEALTH AND WELFARE PLAN FOR THE EES OF WHG IIIMixedDELTA DENTAL OF WASHINGTON$2.1M1,5682025
Retirement plans
Welfare plans
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