Cascade Corporation Savings And Investment Plan — Form 5500 plan (Cascade Corporation)

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 Corporation Savings And Investment Plan is a benefit plan reported by Cascade Corporation under EIN 93-0136592 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,226 participants and $184,277,830 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$184.3MPlan net assets, end of year$184,277,830
Participants1.2KCovered participants reported1,226
Assets / participant$150.3KComputed: assets ÷ participants$150,308 (computed)
Provider compensation$102.6K2 Schedule C provider row(s)$102,560
Plan sponsor
Cascade Corporation
EIN
93-0136592
Plan number
003
Plan type
2
Location
Fairview, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,226H, C20240925141703NAL0008398947001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$184.3M total assets
Net assets$184.3MLiabilities$0
Money in vs. money out
Total income / additions$40.4M
Total expenses$26.4M
Benefits paid / distributions$26.3M
Contributions
Employer$4.1M
Participant$6.3M
Full reported line items

Net assets

Total assets (EOY)
$184,277,830
Total liabilities (EOY)
$0
Net assets (EOY)
$184,277,830
Net assets (BOY)
$170,285,051

Income & contributions

Employer contributions
$4,145,297
Participant contributions
$6,268,068
Total contributions
$11,092,022
Total income / additions
$40,382,541

Expenses & distributions

Benefits paid
$26,281,534
Administrative expenses
$101,985
Total expenses
$26,389,762
Net increase / (decrease)
$13,992,779
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$69,751not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$32,809$02023

Related Form 5500 pages