Plan Ledger DOL Form 5500 · updated monthly

Cascade Asset Management, LLCbenefits

Cascade Asset Management, LLC Employee Benefits Plan · MADISON, WI · plan year 2025

Broker compensation reported · 2025
$38,970

Cascade Asset Management, LLC's benefits plans covered 113 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $48,429. Insurance brokers and agents were paid $38,970 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 80.5% of premiums. That is $345 per covered person, above the median for employer plans that report broker pay. Broker pay fell 2.6% from $40,011 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF WISCONSIN · dental$48K · 77 covered
GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN · healthpremiums n/a · 102 covered
WYSSTA INSURANCE COMPANY INC · visionpremiums n/a · 55 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 113 covered
Brokers & agents paid · 20253
HUNTINGTON INSURANCE INC$20,164 · incl $88 fees
M3 INSURANCE SOLUTIONS INC$15,803 · incl $160 fees
HUNTINGTON INSURANCE, INC.$3,003
Also brokered by Huntington Insurance Inc5
Gifthealth, Inc. OH$155,469
Dummen NA, Inc. OH$109,262

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 391959368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.