Oregon Education Association Staff Pension 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 Staff Pension Plan is a benefit plan reported by Oregon Education Association under EIN 93-0243443 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $44,304,759 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
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $44,304,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20250414212454NAL0002406561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,304,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,304,759
- Net assets (BOY)
- $41,279,694
Income & contributions
- Employer contributions
- $3,900,000
- Total contributions
- $3,900,000
- Total income / additions
- $7,266,448
Expenses & distributions
- Benefits paid
- $4,055,769
- Administrative expenses
- $185,614
- Total expenses
- $4,241,383
- Net increase / (decrease)
- $3,025,065
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rvk, Inc. | NONE | $60,611 | not reported in the loaded dataset | 2023 |
| Champlain Sm Cap Fd LLC | NONE | $38,309 | $0 | 2023 |
| Independent Actuaries, Inc. | NONE | $34,270 | not reported in the loaded dataset | 2023 |
| U.S Bank National Association | NONE | $27,961 | $0 | 2023 |
| Rreef America L.L.C. | NONE | $24,462 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oregon Education Association
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Rvk, Inc. — Schedule C compensation
- Champlain Sm Cap Fd LLC — Schedule C compensation
- Independent Actuaries, Inc. — Schedule C compensation
- U.S Bank National Association — Schedule C compensation
- Rreef America L.L.C. — Schedule C compensation