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Sponsor portfolioWelfare / HealthEIN 39-1959368

CASCADE ASSET MANAGEMENT, LLC

6701 MANUFACTURERS DRIVE · MADISON, WI 53704
6083166637
Plans filed
1
Years active
2023–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$824K
No prior year
Persons covered
113
No prior year
Total participants
114
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$824K
CASCADE ASSET MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed113 covered·4 carriers
Primary: GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$753K87.9%
Dental$48K5.7%
Life$16K1.9%
Long-term disability$16K1.9%
Other$16K1.9%
Vision$6K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
EIN 391199466
H
$753K91.4%11102
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$48K5.9%1177
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$16K2.0%11113
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$6K0.7%1155

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUNTINGTON INSURANCE INCCOLUMBUS, OHGROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN, DELTA DENTAL OF WISCONSIN, WYSSTA INSURANCE COMPANY INC, UNUM LIFE INSURANCE COMPANY OF AMERICA$23K$88$23K59.4%1
M3 INSURANCE SOLUTIONS INCMADISON, WIGROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN, WYSSTA INSURANCE COMPANY INC, UNUM LIFE INSURANCE COMPANY OF AMERICA$16K$160$16K40.6%1

History & trajectory

3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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