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  2. CASCADE EYE & SKIN CENTERS, P.C.
Sponsor portfolioTH

CASCADE EYE & SKIN CENTERS, P.C.

EIN 91-1525215-medical practice-Latest filing 2024
Plans
3
Retirement
2
$42.4M assets
Welfare
1
$575K premiums
Participants
846
5225 CIRQUE DR W, STE 105 - UNIVERSITY PLACE, WA 98467253-848-3000cascadeeyeskin.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$38.3M - 381 part#002CashBalance-$4.1M - 276 part#501Mixed-$575K - 310 lives

Retirement portfolio analytics

2 plans aggregated / $42.4M assets / 657 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • P.C. RETIREMENT PLAN (#001)90%
  • CASH BALANCE PLAN (#002)10%
Total $42.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • NWPS90%
  • (Not disclosed)10%
Total $42.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. RETIREMENT PLAN (#001)381
  • CASH BALANCE PLAN (#002)276
Total 657Click row to drill in

Benefits portfolio analytics

1 plan / $575K premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$383K
  • Other$383K
  • Long-term disability$327K
  • Dental$248K
  • Short-term disability$56K
Total $575K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA67%
  • DELTA DENTAL OF CALIFORNIA33%
Total $575K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • HUB INTERNATIONAL MIDWEST LIMITED70%
  • WATCHTOWER TECHNOLOGIES INC22%
  • JODI MOYLAN3%
  • KATHRYN C. DRAKE2%
  • MEGAN ELIZABETH CASTO1%
  • +3 more
Total $44K8 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 EYE & SKIN CENTERS, P.C. RETIREMENT PLAN

401k

Assets$38.3M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CASCADE EYE & SKIN CENTERS, P.C. CASH BALANCE PLAN

CashBalance

Assets$4.1M
Participants276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASCADE LIFE INSURANCE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$575K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CASCADE EYE & SKIN CENTERS, P.C. RETIREMENT PLAN401k$38.3M3812024
002CASCADE EYE & SKIN CENTERS, P.C. CASH BALANCE PLANCashBalance$4.1M2762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASCADE LIFE INSURANCE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$575K3102024
Retirement plans
Welfare plans
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