Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Dental$87K
- Other$57K
- Life$52K
- +2 more
Sponsor portfolio
CASCADE MANAGEMENT, INC.
EIN 93-1042095management consultingLatest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$1.4M premiums
Participants
362
9600 SW OAK STREET, SUITE 200 - PORTLAND, OR 97223503-682-7788cascade-management.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 155 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- MODA HEALTH90%
- DELTA DENTAL OF CALIFORNIA6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- COMPSYCH0%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
- MARSH & MCLENNAN AGENCY LLC0%
- MJ INSURANCE0%
- MARCI TALBURT0%
- HEARTSEASE LLC0%
- +2 more
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 MANAGEMENT, INC 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CASCADE MANAGEMENT INC. GROUP BENEFITS PLAN
Fully Insured - MODA HEALTH
Premiums$1.4M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASCADE MANAGEMENT, INC 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 223 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CASCADE MANAGEMENT INC. GROUP BENEFITS PLAN | Fully Insured | MODA HEALTH | $1.4M | 155 | 2025 |
Retirement plans
Welfare plans