Form 5500 · Employee benefit plan · PORTLAND, OR
CASCADIA HEALTH, INC.
CASCADIA HEALTH, INC. of PORTLAND, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES NORTHWEST. Coverage is written through KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST and 5 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0770054 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, covers 825 people.
Reported premium across the insured contracts is $8,817,489, with $140,994 in disclosed broker commissions — about 1.6% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
USI INSURANCE SERVICES NORTHWEST is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.
6 carriers appear on the filing — KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY and UNUM LIFE INSURANCE COMPANY OF AMERICA among them — with KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health, Dental | 825 | March | $8,375,014 | $82,670 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 861 | March | $246,055 | $36,908 |
| UNUM INSURANCE COMPANY | — | 284 | March | $75,755 | $11,857 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 239 | March | $55,457 | $7,718 |
| VISION SERVICE PLAN | Vision | 456 | March | $54,071 | $1,841 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 807 | March | $11,137 | $0 |
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