Cascade Health 401(K) Retirement Plan — Form 5500 plan (Willamette Community Health Solutions D/B/A Cascade Health)
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, Cascade Health 401(K) Retirement Plan is a benefit plan reported by Willamette Community Health Solutions D/B/A Cascade Health under EIN 93-0421470 and plan number 002. The latest loaded filing year is 2023. The filing reports 308 participants and $15,689,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willamette Community Health Solutions D/B/A Cascade Health
- EIN
- 93-0421470
- Plan number
- 002
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $15,689,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20241009162849NAL0018745569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,689,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,689,914
- Net assets (BOY)
- $12,973,551
Income & contributions
- Employer contributions
- $364,376
- Participant contributions
- $1,032,671
- Total contributions
- $1,757,408
- Total income / additions
- $4,143,622
Expenses & distributions
- Benefits paid
- $1,361,521
- Administrative expenses
- $65,738
- Total expenses
- $1,427,259
- Net increase / (decrease)
- $2,716,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sittner & Nelson LLC | INVESTMENT ADVISOR | $34,808 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,084 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,841 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willamette Community Health Solutions D/B/A Cascade Health
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Eugene, OR
- Sittner & Nelson LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation