Plan Ledger DOL Form 5500 · updated monthly

Cascade Utilities, Inc.benefits

Cascade Utilities, Inc. and Affiliates Employee Benefit Plan · MILWAUKIE, OR · plan year 2024

Broker compensation reported · 2024
$327,236

Cascade Utilities, Inc.'s benefits plans covered 429 active participants in 2024, providing health · life · dental · vision · short-term disability. Insurance premiums totaled $190,094. Insurance brokers and agents were paid $327,236 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 172.1% of premiums. That is $763 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 175% from $118,928 in 2023.

Insurance contracts · 202421
WILLAMETTE DENTAL INSURANCE, INC · dental$68K · 203 covered
WILLAMETTE DENTAL INSURANCE, INC. · dental$67K · 192 covered
WILLAMETTE DENTAL INSURANCE, INC · dental$55K · 160 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · stdpremiums n/a · 124 covered
VISION SERVICE PLAN · visionpremiums n/a · 308 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 429 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 208 covered
AFLACpremiums n/a · 1 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 81 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 13 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · stdpremiums n/a · 1 covered
VISION SERVICE PLAN · visionpremiums n/a · 298 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 700 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 102 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 232 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 18 covered
VISION SERVICE PLAN · visionpremiums n/a · 355 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 453 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 96 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 220 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · life stdpremiums n/a · 20 covered
Brokers & agents paid · 202419
HEARTSEASE, LLC$74,815 · incl $31,778 fees
JULIE WOLDEN AND OTHER AGENTS$22,917 · incl $4,249 fees
WORKSITE BENEFITS GROUP, INC.$37,367 · incl $22,611 fees
BENEFITS BY DESIGN, INC.$27,837 · incl $7,849 fees
PREMIER WORKSITE SOLUTIONS, INC.$12,446 · incl $6,221 fees
ISAACSON INSURANCE AGENCY, LLC$22,497 · incl $4,506 fees
RAQUEL LOSADA MONROY AND AGENTS$7,176 · incl $1,144 fees
PAMELA COPLE SMITH & OTHER AGENTS$5,970 · incl $569 fees
KYM ELIZABETH DUNHAM$4,655 · incl $967 fees
HEARTEASE, LLC$17,424 · incl $3,986 fees
RAQUEL L. MONROY AND OTHER AGENTS$4,248 · incl $548 fees
RAQUEL MONROY AND OTHER AGENTS$5,055 · incl $672 fees
KAREN CLAY KUNKLER$3,585 · incl $837 fees
PREMIER WORKSITE SOL, INC. & AGENTS$1,233 · incl $441 fees
DAVID KINNEY$3,492 · incl $712 fees
TRICIA MILLER AND OTHER AGENTS$492 · incl $27 fees
TERESA A. BLAKE AND OTHER AGENTS$194
USI INSURANCE SERVICES NORTHWEST$74,922 · incl $3,194 fees
10 individual agents · names withheld$911

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Heartsease, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 930163010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.