Plan5500

Retirement Plan For Employees Of Cascade Utilities Inc. And Affiliated Companies — Form 5500 plan (Cascade Utilities, Inc.)

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, Retirement Plan For Employees Of Cascade Utilities Inc. And Affiliated Companies is a benefit plan reported by Cascade Utilities, Inc. under EIN 93-0163010 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $22,910,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cascade Utilities, Inc.
EIN
93-0163010
Plan number
001
Plan type
3
Location
Estacada, OR
Latest filing year
2023
Participants
349
End-of-year plan assets
$22,910,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20241002144631NAL0004921891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,910,685
Total liabilities (EOY)
$0
Net assets (EOY)
$22,910,685
Net assets (BOY)
$22,563,149

Income & contributions

Total contributions
$0
Total income / additions
$2,228,525

Expenses & distributions

Benefits paid
$1,700,255
Administrative expenses
$180,734
Total expenses
$1,880,989
Net increase / (decrease)
$347,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hub International Great PlainsACTUARY$38,930not reported in the loaded dataset2023
Us Bank Trust GroupTRUSTEE$15,023$02023
Sellwood Consulting LLCINVMT MGMT$9,297not reported in the loaded dataset2023

Related Form 5500 pages