Form 5500 · Employee benefit plan · PORTLAND, OR
CASCADIA HEALTH, INC.
The filing calls this plan CASCADIA HEALTH EMPLOYEE BENEFITS PLAN.
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 · plan year 2025, filed Dec 24, 2025
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33 other employer plans in Oregon have policy years ending in March. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
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, including KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY and UNUM LIFE INSURANCE COMPANY OF AMERICA. KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST writes 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 | Apr 1, 2025 | $8,375,014 | $82,670 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 861 | Apr 1, 2025 | $246,055 | $36,908 |
| UNUM INSURANCE COMPANY | — | 284 | Apr 1, 2025 | $75,755 | $11,857 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 239 | Apr 1, 2025 | $55,457 | $7,718 |
| VISION SERVICE PLAN | Vision | 456 | Apr 1, 2025 | $54,071 | $1,841 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 807 | Apr 1, 2025 | $11,137 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
33 other employer plans in Oregon are April 1 renewals (policy year ends March).
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