Plan5500

Oregon Episcopal School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Episcopal School (EIN 93-0386915) is a plan sponsor located in Portland, OR with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-0386915
Location
Portland, OR
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Oregon Episcopal School

  • 5 loaded plans hold $57.5M in reported assets.
  • The largest, Oregon Episcopal School Defined Contribution Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,159 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$57.5MSummed across loaded plans$57,497,459
Total reported assets$57.5M$57,497,459
Total reported participants1.2K1,159
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$57.5M total assets
Net assets$57.5MLiabilities—
Contributions & income
Employer contributions$1.2M
Participant contributions$1.5M
Total income / additions$11.4M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.7M
Net increase / (decrease)$6.7M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Oregon Episcopal School Defined Contribution Retirement Plan
Participants per plan232Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Oregon Episcopal School Defined Contribution Retirement Plan$57.5M
    Plan #001 · 349 participants · 2023
  2. 2
    Oregon Episcopal School Group Life Plannot reported in the loaded dataset
    Plan #501 · 220 participants · 2023
  3. 3
    Oregon Episcopal School Group Employee Assistance Plannot reported in the loaded dataset
    Plan #503 · 220 participants · 2023
  4. 4
    Oregon Episcopal School Group Dental Plannot reported in the loaded dataset
    Plan #504 · 186 participants · 2023
  5. 5
    Oregon Episcopal School Group Medical Plannot reported in the loaded dataset
    Plan #505 · 184 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Oregon Episcopal School. Open one for its full reported snapshot.

  1. 2023
    Oregon Episcopal School Defined Contribution Retirement Plan349 participants · 2Sch HSch C
    View filing →
  2. 2023
    Oregon Episcopal School Group Employee Assistance Plan220 participants · 2No schedules
    View filing →
  3. 2023
    Oregon Episcopal School Group Dental Plan186 participants · 2No schedules
    View filing →
  4. 2023
    Oregon Episcopal School Group Medical Plan184 participants · 2No schedules
    View filing →
  5. 2023
    Oregon Episcopal School Group Life Plan220 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Oregon Episcopal School report on Form 5500?
Oregon Episcopal School (EIN 93-0386915) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Oregon Episcopal School?
The Employer Identification Number (EIN) reported for Oregon Episcopal School is 93-0386915.
What is the latest Form 5500 filing year for Oregon Episcopal School?
The latest loaded Form 5500 filing year for Oregon Episcopal School is 2023.

Related Form 5500 pages