Oregon Education Association 401(K) Plan — Form 5500 plan (Oregon Education Association)
Plain-English plan 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, Oregon Education Association 401(K) Plan is a benefit plan reported by Oregon Education Association under EIN 93-0243443 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $16,522,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Education Association
- EIN
- 93-0243443
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $16,522,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20250414192738NAL0002262081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,522,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,522,193
- Net assets (BOY)
- $13,825,099
Income & contributions
- Employer contributions
- $494,032
- Participant contributions
- $570,160
- Total contributions
- $1,216,471
- Total income / additions
- $3,726,671
Expenses & distributions
- Benefits paid
- $1,028,827
- Administrative expenses
- $750
- Total expenses
- $1,029,577
- Net increase / (decrease)
- $2,697,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $800 | $0 | 2023 |