Plan5500

Cascadia Healthcare 401(K) Plan — Form 5500 plan (Cascadia Healthcare)

Plain-English plan 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, Cascadia Healthcare 401(K) Plan is a benefit plan reported by Cascadia Healthcare under EIN 47-3682192 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,815 participants and $19,445,119 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cascadia Healthcare
EIN
47-3682192
Plan number
001
Plan type
2
Location
Eagle, ID
Latest filing year
2023
Participants
3,815
End-of-year plan assets
$19,445,119

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,815H, C20241009165746NAL0009417747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,445,119
Total liabilities (EOY)
$0
Net assets (EOY)
$19,445,119
Net assets (BOY)
$11,630,345

Income & contributions

Employer contributions
$0
Participant contributions
$7,111,084
Total contributions
$7,914,002
Total income / additions
$10,392,810

Expenses & distributions

Benefits paid
$2,352,584
Administrative expenses
$225,452
Total expenses
$2,578,036
Net increase / (decrease)
$7,814,774

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$173,724$02023
Phillips & Company Advisors LLCINVESTMENT ADVISOR$51,328not reported in the loaded dataset2023
Qdro Consultants Company, LLCOTHER$400not reported in the loaded dataset2023

Related Form 5500 pages