Search public Form 5500 filings

17 results

Companies

companyThe Oregon Education Association
EIN: 93-0243443Location: ORPlans: 4Latest: 2023

planOea Choice Welfare Benefit PlanFinancial statementProvider compensation2023 filing
Sponsor: Oregon Education AssociationEIN: 93-0243443Plan: 501Participants: 12,182Assets: $92,441,137Location: Tigard, ORLatest: 2023
planOregon Education Association Staff Pension PlanFinancial statementProvider compensation2023 filing
Sponsor: Oregon Education AssociationEIN: 93-0243443Plan: 001Participants: 177Assets: $44,304,759Location: Portland, ORLatest: 2023
planOregon Education Association 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Oregon Education AssociationEIN: 93-0243443Plan: 002Participants: 120Assets: $16,522,193Location: Portland, ORLatest: 2023
planOea Health And Welfare Benefits Plan2023 filing
Sponsor: The Oregon Education AssociationEIN: 93-0243443Plan: 502Participants: 120Assets: not reported in the loaded datasetLocation: Portland, ORLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Oregon Education Association Staff Pension Plan
Sponsor: Oregon Education AssociationEIN: 93-0243443Plan: 001Ack ID: 20250414212454NAL0002406561001
filing2023 Form 5500 — Oregon Education Association 401(K) Plan
Sponsor: Oregon Education AssociationEIN: 93-0243443Plan: 002Ack ID: 20250414192738NAL0002262081001
filing2023 Form 5500 — Oea Choice Welfare Benefit Plan
Sponsor: Oregon Education AssociationEIN: 93-0243443Plan: 501Ack ID: 20241114101546NAL0027942688001
filing2023 Form 5500 — Oea Health And Welfare Benefits Plan
Sponsor: The Oregon Education AssociationEIN: 93-0243443Plan: 502Ack ID: 20250424124332NAL0007370257001