Osu Foundation Money Purchase Plan — Form 5500 plan (Oregon State University Foundation)
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, Osu Foundation Money Purchase Plan is a benefit plan reported by Oregon State University Foundation under EIN 93-6022772 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $45,379,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon State University Foundation
- EIN
- 93-6022772
- Plan number
- 001
- Plan type
- 2
- Location
- Corvallis, OR
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $45,379,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241010182501NAL0020689153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,379,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,379,224
- Net assets (BOY)
- $36,349,512
Income & contributions
- Employer contributions
- $2,849,093
- Total contributions
- $2,849,093
- Total income / additions
- $10,326,370
Expenses & distributions
- Benefits paid
- $1,296,198
- Administrative expenses
- $460
- Total expenses
- $1,296,658
- Net increase / (decrease)
- $9,029,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $0 | $9,587 | 2023 |
| Stancorp Financial Group | NONE | $460 | $1,806 | 2023 |