2023 Form 5500 filing — Oea Choice Welfare Benefit Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241114101546NAL0027942688001) for Oea Choice Welfare Benefit Plan, reported by Oregon Education Association under EIN 93-0243443 and plan number 501. It reports 12,182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114101546NAL0027942688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon Education Association
- EIN
- 93-0243443
- Plan number
- 501
- Location
- Tigard, OR
- Participants
- 12,182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,441,137
- Total liabilities (EOY)
- $399,699
- Net assets (EOY)
- $92,041,438
- Total income / additions
- $9,376,657
- Benefits paid
- $1,387,923
- Administrative expenses
- $2,155,001
- Total expenses
- $3,542,924
- Net increase / (decrease)
- $5,833,733
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| U.S. Bank | NONE | $398,939 | not reported in the loaded dataset |
| Oregon Mind Body Institute | NONE | $157,824 | not reported in the loaded dataset |
| Lauren Booth | EE OF THE TRUST | $140,902 | not reported in the loaded dataset |
| Asta Garmon | EE OF THE TRUST | $95,266 | not reported in the loaded dataset |
| Foster Garvey Pc | NONE | $91,328 | not reported in the loaded dataset |
| Rachel Drushella | EE OF THE TRUST | $87,102 | not reported in the loaded dataset |
| Sarina Saturn | EE OF THE TRUST | $80,914 | not reported in the loaded dataset |
| Education Northwest | NONE | $78,391 | not reported in the loaded dataset |
| Arien Bates | EE OF THE TRUST | $72,740 | not reported in the loaded dataset |
| Catherine Willet | EE OF THE TRUST | $68,804 | not reported in the loaded dataset |
| Lorene Diaz | EE OF THE TRUST | $61,358 | not reported in the loaded dataset |
| Terryberry Company | NONE | $51,000 | not reported in the loaded dataset |
| Siri Ngai | EE OF THE TRUST | $47,596 | not reported in the loaded dataset |
| Covenant Technology Solutions | NONE | $43,787 | not reported in the loaded dataset |
| The Teaching Well | NONE | $37,301 | not reported in the loaded dataset |
| Aldrich Advisors | NONE | $35,507 | not reported in the loaded dataset |
| Asp | NONE | $30,239 | not reported in the loaded dataset |
| Education Through Engagement, LLC | NONE | $20,500 | not reported in the loaded dataset |
| Needmore Designs | NONE | $18,700 | not reported in the loaded dataset |
| Cfo Selections LLC | NONE | $15,969 | not reported in the loaded dataset |
| Barran Liebman Llp | NONE | $12,376 | not reported in the loaded dataset |
| Cascade Employers Association Inc | NONE | $7,691 | not reported in the loaded dataset |
| Smith & Connors, LLC | NONE | $5,260 | not reported in the loaded dataset |