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  2. MOUNTAIN CASCADE, INC.
Sponsor portfolioTH

MOUNTAIN CASCADE, INC.

EIN 94-2806169-construction-Latest filing 2025
Plans
2
Retirement
1
$27.3M assets
Welfare
1
$3.1M premiums
Participants
364
555 EXCHANGE COURT - LIVERMORE, CA 94550925-373-8370mountaincascade.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#002401k-$27.3M - 206 part#501Fully Insured-$3.1M - 380 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Dental$376K
  • Life$376K
  • Short-term disability$376K
  • Long-term disability$376K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • KAISER FOUNDATION HEALTH PLAN INC13%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • MDX FINANCIAL SERVICES, INC.89%
  • PROFESSIONAL GROUP PLANS INC11%
Total $184K2 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

MOUNTAIN CASCADE, INC. PROFIT SHARING/401(K) PLAN

401k

Assets$27.3M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOUNTAIN CASCADE WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$3.1M
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MOUNTAIN CASCADE, INC. PROFIT SHARING/401(K) PLAN401k$27.3M2062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOUNTAIN CASCADE WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)$3.1M3802024
Retirement plans
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