Brooke Wheeler signed Cascade Utilities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cascade Utilities, Inc.'s EIN is 93-0163010.
Download the official 2024 Form 5500 (PDF) for Cascade Utilities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cascade Utilities, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK TRUST GROUP | 93-6070991 | — | TRUSTEE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL GREAT PLAINS | 47-0813106 | — | ACTUARY | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Long Term Credit Bond Fund shares | U.S. Treasuries | — | $9.3M | $6.8M | 31.6% | |
| Vanguard Long Term Bond Index Fund shares | Common Collective Trusts | — | $5.0M | $4.1M | 18.8% | |
| Vanguard Short Term Bond Market Index shares | Mutual Funds | — | $2.9M | $3.0M | 13.8% | |
| Dodge & Cox Income Fund shares | Mutual Funds | — | $1.6M | $1.5M | 6.9% | |
| Mfs Massachusetts Growth Stock R6 shares | Mutual Funds | — | $957K | $1.0M | 4.7% | |
| Vanguard Windsor II Fund Admiral 573 shares | Mutual Funds | — | $853K | $1.0M | 4.7% | |
| First American Govt Obligation Fund Cl Z shares | Other securities | — | $941K | $941K | 4.4% | |
| Vanguard Total Bond Market Index Adm shares | Mutual Funds | — | $942K | $904K | 4.2% | |
| Brandes International Equity Fund shares | Other securities | — | $588K | $760K | 3.5% | |
| American Euro Pac Growth Fdcl R6 shares | Other securities | — | $634K | $728K | 3.4% | |
| PIMCO All Asset Fund Instl shares | Mutual Funds | — | $736K | $660K | 3.1% | |
| Dfa Global Real Estate Sec P shares | Mutual Funds | — | $215K | $201K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SELLWOOD CONSULTING LLC | — | PORTLAND, OR | INVMT MGMT | $15K | — |
