2023 Form 5500 filing — Retirement Plan For Employees Of Cascade Utilities Inc. And Affiliated Companies
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002144631NAL0004921891001) for Retirement Plan For Employees Of Cascade Utilities Inc. And Affiliated Companies, reported by Cascade Utilities, Inc. under EIN 93-0163010 and plan number 001. It reports 349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002144631NAL0004921891001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cascade Utilities, Inc.
- EIN
- 93-0163010
- Plan number
- 001
- Location
- Estacada, OR
- Participants
- 349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,910,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,910,685
- Total income / additions
- $2,228,525
- Benefits paid
- $1,700,255
- Administrative expenses
- $180,734
- Total expenses
- $1,880,989
- Net increase / (decrease)
- $347,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hub International Great Plains | ACTUARY | $38,930 | not reported in the loaded dataset |
| Us Bank Trust Group | TRUSTEE | $15,023 | $0 |
| Sellwood Consulting LLC | INVMT MGMT | $9,297 | not reported in the loaded dataset |