Oregon Shakespeare Festival — 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 Shakespeare Festival (EIN 93-0407022) is a plan sponsor located in Ashland, OR with 7 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
- 93-0407022
- Location
- Ashland, OR
- Loaded plans
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $9,510,952
- Total reported liabilities (EOY)
- $29,722
- Total reported net assets (EOY)
- $9,481,230
Contributions & income
- Employer contributions
- $144,597
- Participant contributions
- $543,325
- Total income / additions
- $2,961,458
Expenses & distributions
- Benefits paid / distributions
- $10,099,147
- Total expenses
- $10,112,072
- Net increase / (decrease)
- -$7,150,614
Coverage
- Total reported participants
- 1,985
- Plans with financial statements
- 2
- Plans with provider compensation
- 5
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Oregon Shakespeare Festival Association 403(B) Plan | 003 | 456 | $7,811,107 | 2023 |
| Oregon Shakespeare Festival Association Matching Retirement Plan & Trust | 001 | 270 | $1,699,845 | 2023 |
| Oregon Shakespeare Festival Oregon Paid Leave | 512 | 284 | not reported in the loaded dataset | 2023 |
| Oregon Shakespeare Festival Dental Plan | 506 | 204 | not reported in the loaded dataset | 2023 |
| Oregon Shakespeare Festival Visionplan | 507 | 198 | not reported in the loaded dataset | 2023 |
| Oregon Shakespeare Festival Medical Plan | 505 | 198 | not reported in the loaded dataset | 2023 |
| Oregon Shakespeare Festival Disability Plan | 508 | 144 | not reported in the loaded dataset | 2023 |
| Oregon Shakespeare Festival Life Insurance Plan | 509 | 141 | not reported in the loaded dataset | 2023 |
| Oregon Shakespeare Festival Flexible Spending Account Plan | 511 | 90 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Oregon Shakespeare Festival Association 403(B) Plan | 456 | H, C | 20240912102546NAL0005055539001 |
| 2023 | Oregon Shakespeare Festival Association Matching Retirement Plan & Trust | 270 | H | 20240912102829NAL0016878594001 |
| 2023 | Oregon Shakespeare Festival Medical Plan | 198 | C | 20241010151619NAL0010177779001 |
| 2023 | Oregon Shakespeare Festival Dental Plan | 204 | C | 20241010151631NAL0040618354001 |
| 2023 | Oregon Shakespeare Festival Visionplan | 198 | C | 20241010151642NAL0010178259001 |
| 2023 | Oregon Shakespeare Festival Disability Plan | 144 | — | 20241010151700NAL0010178563001 |
| 2023 | Oregon Shakespeare Festival Life Insurance Plan | 141 | — | 20241010151710NAL0034571152001 |
| 2023 | Oregon Shakespeare Festival Flexible Spending Account Plan | 90 | C | 20241010151733NAL0021324257001 |