2023 Form 5500 filing — Cascadia Healthcare 401(K) 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 20241009165746NAL0009417747001) for Cascadia Healthcare 401(K) Plan, reported by Cascadia Healthcare under EIN 47-3682192 and plan number 001. It reports 3,815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009165746NAL0009417747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cascadia Healthcare
- EIN
- 47-3682192
- Plan number
- 001
- Location
- Eagle, ID
- Participants
- 3,815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,445,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,445,119
- Employer contributions
- $0
- Participant contributions
- $7,111,084
- Total income / additions
- $10,392,810
- Benefits paid
- $2,352,584
- Administrative expenses
- $225,452
- Total expenses
- $2,578,036
- Net increase / (decrease)
- $7,814,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $173,724 | $0 |
| Phillips & Company Advisors LLC | INVESTMENT ADVISOR | $51,328 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |