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Benefits Intelligence/Broker Directory/Washington

Pacific Cascade Advisors Inc

Battle Ground, WA

Pacific Cascade Advisors Inc of Battle Ground, WA is the broker of record on 11 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $64,238 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
11
States served
2
Reported commissions
$64,238
plan year 2025
Reported fees
$8,638

Quick answer

Pacific Cascade Advisors Inc (Battle Ground, WA) is the broker of record for 6 employer benefit plan sponsors on 11 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Pacific Cascade Advisors Inc have?
Pacific Cascade Advisors Inc is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Pacific Cascade Advisors Inc's largest employer clients?
By plan participants, the largest include Northwest Financial Assns Employee Benefit Trust (2,104 participants), United Employers Association (1,105 participants) and Rotschy LLC (453 participants).
How much does Pacific Cascade Advisors Inc earn in commissions?
Insurers reported $64,238 in broker commissions and $8,638 in fees paid to Pacific Cascade Advisors Inc for plan year 2025, per Schedule A Part 1.
Where is Pacific Cascade Advisors Inc located?
Pacific Cascade Advisors Inc is based in Battle Ground, WA and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Pacific Cascade Advisors Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Northwest Financial Assns Employee Benefit TrustWA2,1042025-12-31
United Employers AssociationOR1,1052024-12-31
Rotschy LLCWA4532025-06-30
3 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.