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Sponsor portfolioWelfare / HealthEIN 52-2321476

SOUTHWEST STAGE FUNDING

d/b/a CASCADE FINANCIAL
2290 EAST YEAGER DRIVE, SUITE 250 · CHANDLER, AZ 85286
4805302192
Plans filed
1
Years active
2019–2026
Industry
NAICS 52
Latest filing
2026
Total premiums (latest)
$3.4M
No prior year
Persons covered
411
No prior year
Total participants
411
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.4M
SOUTHWEST STAGE
Fully insured411 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.0M35.4%
Prescription drug$3.0M35.4%
Dental$409K4.9%
Vision$409K4.9%
Life$409K4.9%
Short-term disability$409K4.9%
Long-term disability$409K4.9%
Other$409K4.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$3.0M87.9%11377
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DVLSTDLTDOth
$409K12.1%11411

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GBS ARIZONA INCGILBERT, AZMETROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$55K$87K$142K100.0%1

History & trajectory

8 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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