How big is Cascadia Health's plan?

Cascadia Health's plan reported $32.8M in assets and 957 participants for 2023.

Original filing (PDF)20250414141544NAL0001819505001

Cascadia Health

Name: Cascadia Health — Cascadia Health Retirement Plan, Form 5500 (2023)
Creator: Cascadia Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cascadia Health Retirement Plan

403(b) retirement plan · Cascadia Health's Cascadia Health Retirement Plan held $32.8M in plan assets for 957 participants in 2023, with Newport Group as recordkeeper.

Active participants

957

Accounts w/ balance

704

Plan assets (EOY)

$32.8M

Net assets (EOY)

$32.8M

People on this filing

Alana Silverman signed Cascadia Health's 2023 Form 5500 as plan administrator.

Alana Silverman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cascadia Health's EIN is 93-0770054.

EIN 93-0770054

Plan number 003

Plan year 2023

ACK ID 20250414141544NAL0001819505001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cascadia Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cascadia Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASCADIA HEALTH.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

CASCADIA HEALTH

EIN

all filings

Address

P.O. BOX 8459 · PORTLAND, OR · 97207

Phone

(503) 238-0769

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

NOVOGRADAC & COMPANY LLP

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$55K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT TRUST COMPANY	27-4411131	—	TRUSTEE	$11K	—

Investments

32 direct securities· $33.0M(100% of reported assets)

Mutual Funds

$30.8M

24 holdings

Common Collective Trusts

$1.2M

2 holdings

Other securities

$1.0M

6 holdings

					% of plan
Vanguard Target Retirement 2035 Inv Mutual fund	Mutual Funds	—	—	$4.5M	13.6%
Vanguard Target Retirement 2030 Inv Mutual fund	Mutual Funds	—	—	$4.3M	13.0%
Vanguard Target Retirement 2025 Inv Mutual fund	Mutual Funds	—	—	$3.0M	9.3%
Vanguard Target Retirement 2045 Inv Mutual fund	Mutual Funds	—	—	$3.0M	9.2%
Vanguard Target Retirement 2040 Inv Mutual fund	Mutual Funds	—	—	$3.0M	9.2%
Vanguard Target Retirement 2050 Inv Mutual fund	Mutual Funds	—	—	$2.9M	9.0%
Vanguard Target Retirement 2020 Inv Mutual fund	Mutual Funds	—	—	$2.7M	8.3%
Vanguard Target Retirement 2055 Inv Mutual fund	Mutual Funds	—	—	$2.2M	6.8%
Vanguard 500 Index Admiral Mutual fund	Common Collective Trusts	—	—	$1.1M	3.4%
Vanguard Growth Index Adm Mutual fund	Mutual Funds	—	—	$992K	3.0%
Vanguard Target Retirement 2060 Inv Mutual fund	Mutual Funds	—	—	$902K	2.8%
Vanguard Target Retirement Income Inv Mutual fund	Mutual Funds	—	—	$804K	2.5%
Vanguard Prime Money Market Money market fund	Mutual Funds	—	—	$429K	1.3%
Vanguard Mid Cap Index Adm Mutual fund	Mutual Funds	—	—	$384K	1.2%
Vanguard Small Cap Index Adm Mutual fund	Mutual Funds	—	—	$292K	0.9%
American Funds EuroPacific Gr R6 Mutual fund	Mutual Funds	—	—	$246K	0.8%
Vanguard Total Bond Market Index Adm Mutual fund	Mutual Funds	—	—	$231K	0.7%
Met West Total Return Bond Fund Mutual fund	Other securities	—	—	$205K	0.6%
through June 2029 -0-	Other securities	—	—	$205K	0.6%
Victory Core Plus Intermediate Bond Fund Mutual fund	Other securities	—	—	$198K	0.6%
Vanguard Developed Markets Indx Fd AD Mutual fund	Mutual Funds	—	—	$169K	0.5%
Pimco Income Instl Mutual fund	Mutual Funds	—	—	$164K	0.5%
JP Morgan Equity Income Fund Class R6 Mutual fund	Other securities	—	—	$159K	0.5%
Vanguard Short-Term Bond Index Adm Mutual fund	Mutual Funds	—	—	$150K	0.5%
Vanguard Real Estate Index - Admiral Mutual fund	Mutual Funds	—	—	$128K	0.4%
Pamassus Core Equity Institutional Mutual fund	Other securities	—	—	$126K	0.4%
Vanguard Target Retirement 2065 Inv Mutual fund	Mutual Funds	—	—	$109K	0.3%
GQG Partners Emerging Markets Equity Mutual fund	Other securities	—	—	$108K	0.3%
Vanguard Total Internl Bond Index Mutual fund	Mutual Funds	—	—	$84K	0.3%
Vanguard Emerging MKTS Stick IDX ADM Mutual fund	Common Collective Trusts	—	—	$69K	0.2%
Vanguard Short Term Inflation Prot Sec Mutual fund	Mutual Funds	—	—	$54K	0.2%
Vanguard Target Retirement 2065 Inv Mutual fund	Mutual Funds	—	—	$1K	<0.1%