2023 Form 5500 filing — Cascade Health 401(K) Retirement Plan
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 20241009162849NAL0018745569001) for Cascade Health 401(K) Retirement Plan, reported by Willamette Community Health Solutions D/B/A Cascade Health under EIN 93-0421470 and plan number 002. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009162849NAL0018745569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willamette Community Health Solutions D/B/A Cascade Health
- EIN
- 93-0421470
- Plan number
- 002
- Location
- Eugene, OR
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,689,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,689,914
- Employer contributions
- $364,376
- Participant contributions
- $1,032,671
- Total income / additions
- $4,143,622
- Benefits paid
- $1,361,521
- Administrative expenses
- $65,738
- Total expenses
- $1,427,259
- Net increase / (decrease)
- $2,716,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sittner & Nelson LLC | INVESTMENT ADVISOR | $34,808 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,084 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,841 | not reported in the loaded dataset |