Cascadia Health 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cascadia Health
  • Sponsor EIN: 930770054
  • Sponsor Address: P.O. BOX 8459, PORTLAND, OR, 97207
  • Plan Type: 403(b)
  • Plan Number: 003
  • Total Participants: 957
  • Total Assets: $32.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023957$32.8M$1.3M$2.3M
2022939$27.5M$931,288$2.0M

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