Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.3M
- Life$704K
- Long-term disability$704K
- Other$704K
Filings through .
William H. Gates III
EIN 91-1307932Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$112.0M assets
Health & Benefits
1
$2.1M premiums
Participants
902
2365 CARILLON POINT - KIRKLAND, WA 98033425-889-7900
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.1M premiums / 1,568 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN
401(k)
Assets$112.0M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GROUP HEALTH AND WELFARE PLAN FOR THE EES OF WHG III
Mixed - DELTA DENTAL OF WASHINGTON
Premiums$2.1M
Covered lives1,568
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CASCADE ASSET MANAGEMENT COMPANY 401(K) PLAN | 401(k) | $112.0M | 223 | 2025 |
- #001 · 401(k) · 2025223
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GROUP HEALTH AND WELFARE PLAN FOR THE EES OF WHG III | Mixed | DELTA DENTAL OF WASHINGTON | $2.1M | 1,568 | 2025 |
- #501 · Mixed · DELTA DENTAL OF WASHINGTON · 20251,568
Retirement plans
Health & Benefits plans