Oea Choice Welfare Benefit 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, Oea Choice Welfare Benefit Plan is a benefit plan reported by Oregon Education Association under EIN 93-0243443 and plan number 501. The latest loaded filing year is 2023. The filing reports 12,182 participants and $92,441,137 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
- 501
- Plan type
- 2
- Location
- Tigard, OR
- Latest filing year
- 2023
- Participants
- 12,182
- End-of-year plan assets
- $92,441,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,182 | H, C | 20241114101546NAL0027942688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,441,137
- Total liabilities (EOY)
- $399,699
- Net assets (EOY)
- $92,041,438
- Net assets (BOY)
- $86,207,705
Income & contributions
- Total contributions
- $0
- Total income / additions
- $9,376,657
Expenses & distributions
- Benefits paid
- $1,387,923
- Administrative expenses
- $2,155,001
- Total expenses
- $3,542,924
- Net increase / (decrease)
- $5,833,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| U.S. Bank | NONE | $398,939 | not reported in the loaded dataset | 2023 |
| Oregon Mind Body Institute | NONE | $157,824 | not reported in the loaded dataset | 2023 |
| Lauren Booth | EE OF THE TRUST | $140,902 | not reported in the loaded dataset | 2023 |
| Asta Garmon | EE OF THE TRUST | $95,266 | not reported in the loaded dataset | 2023 |
| Foster Garvey Pc | NONE | $91,328 | not reported in the loaded dataset | 2023 |
| Rachel Drushella | EE OF THE TRUST | $87,102 | not reported in the loaded dataset | 2023 |
| Sarina Saturn | EE OF THE TRUST | $80,914 | not reported in the loaded dataset | 2023 |
| Education Northwest | NONE | $78,391 | not reported in the loaded dataset | 2023 |
| Arien Bates | EE OF THE TRUST | $72,740 | not reported in the loaded dataset | 2023 |
| Catherine Willet | EE OF THE TRUST | $68,804 | not reported in the loaded dataset | 2023 |
| Lorene Diaz | EE OF THE TRUST | $61,358 | not reported in the loaded dataset | 2023 |
| Terryberry Company | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Siri Ngai | EE OF THE TRUST | $47,596 | not reported in the loaded dataset | 2023 |
| Covenant Technology Solutions | NONE | $43,787 | not reported in the loaded dataset | 2023 |
| The Teaching Well | NONE | $37,301 | not reported in the loaded dataset | 2023 |
| Aldrich Advisors | NONE | $35,507 | not reported in the loaded dataset | 2023 |
| Asp | NONE | $30,239 | not reported in the loaded dataset | 2023 |
| Education Through Engagement, LLC | NONE | $20,500 | not reported in the loaded dataset | 2023 |
| Needmore Designs | NONE | $18,700 | not reported in the loaded dataset | 2023 |
| Cfo Selections LLC | NONE | $15,969 | not reported in the loaded dataset | 2023 |
| Barran Liebman Llp | NONE | $12,376 | not reported in the loaded dataset | 2023 |
| Cascade Employers Association Inc | NONE | $7,691 | not reported in the loaded dataset | 2023 |
| Smith & Connors, LLC | NONE | $5,260 | not reported in the loaded dataset | 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 Tigard, OR
- U.S. Bank — Schedule C compensation
- Oregon Mind Body Institute — Schedule C compensation
- Lauren Booth — Schedule C compensation
- Asta Garmon — Schedule C compensation
- Foster Garvey Pc — Schedule C compensation
- Rachel Drushella — Schedule C compensation
- Sarina Saturn — Schedule C compensation
- Education Northwest — Schedule C compensation
- Arien Bates — Schedule C compensation
- Catherine Willet — Schedule C compensation
- Lorene Diaz — Schedule C compensation
- Terryberry Company — Schedule C compensation
- Siri Ngai — Schedule C compensation
- Covenant Technology Solutions — Schedule C compensation
- The Teaching Well — Schedule C compensation
- Aldrich Advisors — Schedule C compensation
- Asp — Schedule C compensation
- Education Through Engagement, LLC — Schedule C compensation
- Needmore Designs — Schedule C compensation
- Cfo Selections LLC — Schedule C compensation
- Barran Liebman Llp — Schedule C compensation
- Cascade Employers Association Inc — Schedule C compensation
- Smith & Connors, LLC — Schedule C compensation