# CASCADE UTILITIES, INC. AND AFFILIATES EMPLOYEE BENEFIT PLAN

Health and welfare plan sponsored by **CASCADE UTILITIES, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | CASCADE UTILITIES, INC. |
| EIN | 930163010 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | MILWAUKIE, OR |
| Industry | real estate |
| Funding | fully insured |
| Total premiums | $6.4M |
| Participants | 334 |
| Persons covered | 453 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Rx, PPO |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, Other |
| WILLAMETTE DENTAL INSURANCE, INC. | Dental |
| VISION SERVICE PLAN (VSP) | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| USI INSURANCE SERVICES LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| HEARTEASE LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| WORKSITE BENEFITS GROUP INC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| ISAACSON INSURANCE AGENCY LLC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| BENEFITS BY DESIGN INC | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| RAQUEL LOSADA MONROY | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |
| DAVID KINNEY | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/930163010-501
- Cite as: PlanOptica, https://planoptica.com/welfare/930163010-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers
