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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.0M | 35.4% | |
| Prescription drug | $3.0M | 35.4% | |
| Dental | $409K | 4.9% | |
| Vision | $409K | 4.9% | |
| Life | $409K | 4.9% | |
| Short-term disability | $409K | 4.9% | |
| Long-term disability | $409K | 4.9% | |
| Other | $409K | 4.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRx | $3.0M | 87.9% | 1 | 1 | 377 |
EIN 135581829 | DVLSTDLTDOth | $409K | 12.1% | 1 | 1 | 411 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GBS ARIZONA INC | GILBERT, AZ | METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY | $55K | $87K | $142K | 100.0% | 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