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Original filing (PDF)20250729142026NAL0003452145001
OREGON EPISCOPAL SCHOOL
Form 5500
FILING_RECEIVED
OREGON EPISCOPAL SCHOOL GROUP LIFE PLAN
Health & welfare plan
Signals · 3
Late filing · 8.4 moNo auditor on fileNo recordkeeper disclosed
Active participants
220
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
67
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 8.4 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON EPISCOPAL SCHOOL.
Plan sponsor
Name
OREGON EPISCOPAL SCHOOL
EIN
93-0386915
Address
6300 SW NICOL RD · PORTLAND, OR · 97223
Phone
(503) 416-9382
Industry
Educational Servicessee all
Plan administrator
Name
OREGON EPISCOPAL SCHOOL
EIN
93-0386915
City
PORTLAND, OR
Phone
(503) 416-9382
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-07-29
Welfare benefit codes
4B · Life Insurance
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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