Oregon Shakespeare Festival Association 403(B) Plan — Form 5500 plan (Oregon Shakespeare Festival 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 Shakespeare Festival Association 403(B) Plan is a benefit plan reported by Oregon Shakespeare Festival Association under EIN 93-0407022 and plan number 003. The latest loaded filing year is 2023. The filing reports 456 participants and $7,811,107 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Shakespeare Festival Association
- EIN
- 93-0407022
- Plan number
- 003
- Plan type
- 2
- Location
- Ashland, OR
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $7,811,107
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20240912102546NAL0005055539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,811,107
- Total liabilities (EOY)
- $6,999
- Net assets (EOY)
- $7,804,108
- Net assets (BOY)
- $11,927,738
Income & contributions
- Employer contributions
- $144,597
- Participant contributions
- $543,325
- Total contributions
- $1,029,918
- Total income / additions
- $2,480,116
Expenses & distributions
- Benefits paid
- $6,595,461
- Administrative expenses
- $8,285
- Total expenses
- $6,603,746
- Net increase / (decrease)
- -$4,123,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiona K Cosmann | AGENT | $5,604 | not reported in the loaded dataset | 2023 |