PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CASCADE UTILITIES, INC.
Sponsor portfolio

CASCADE UTILITIES, INC.

EIN 93-0163010-real estate-Latest filing 2025
Plans
3
Retirement
2
$57.4M assets
Welfare
1
$6.4M premiums
Participants
1,393
6430 SE LAKE ROAD - MILWAUKIE, OR 97222503-659-1240cascadetitle.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#002401k-$35.9M - 726 part#001TraditionalDB-$21.6M - 333 part#501Fully Insured-$6.4M - 453 lives

Retirement portfolio analytics

2 plans aggregated / $57.4M assets / 1,059 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • COMPANIES SALARY Savings (#002)62%
  • AND AFFILIATED COMPANIES (#001)38%
Total $57.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANIES SALARY Savings (#002)726
  • AND AFFILIATED COMPANIES (#001)333
Total 1,059Click row to drill in

Benefits portfolio analytics

1 plan / $6.4M premiums / 453 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.9M
  • Prescription drug$5.9M
  • Life$360K
  • Short-term disability$360K
  • Other$360K
  • Dental$67K
  • +1 more
Total $6.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • WILLAMETTE DENTAL INSURANCE, INC.1%
  • VISION SERVICE PLAN1%
Total $6.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • USI INSURANCE SERVICES LLC40%
  • HEARTEASE LLC23%
  • WORKSITE BENEFITS GROUP INC11%
  • BENEFITS BY DESIGN INC8%
  • ISAACSON INSURANCE AGENCY LLC7%
  • +2 more
Total $77K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CASCADE UTILITIES, INC. AND AFFILIATED COMPANIES SALARY SAVINGS PLAN

401k

Assets$35.9M
Participants726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF CASCADE UTILITIES INC. AND AFFILIATED COMPANIES

TraditionalDB

Assets$21.6M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASCADE UTILITIES, INC. AND AFFILIATES EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.4M
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CASCADE UTILITIES, INC. AND AFFILIATED COMPANIES SALARY SAVINGS PLAN401k$35.9M7262024
001RETIREMENT PLAN FOR EMPLOYEES OF CASCADE UTILITIES INC. AND AFFILIATED COMPANIESTraditionalDB$21.6M3332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASCADE UTILITIES, INC. AND AFFILIATES EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.4M4532025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica