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OREGON SCHOOL EMPLOYEES ASSOCIATION — OREGON SCHOOL EMPLOYEES ASSOCIATION TAX-FAVORED SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251216113109NAL0004140160001
OREGON SCHOOL EMPLOYEES ASSOCIATION
Form 5500-SF
FILING_RECEIVED
OREGON SCHOOL EMPLOYEES ASSOCIATION TAX-FAVORED SAVINGS PLAN
401(k) retirement plan
Active participants
28
Accounts w/ balance
48
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OREGON SCHOOL EMPLOYEES ASSOCIATION
.
Find decision makers
Plan sponsor
Name
OREGON SCHOOL EMPLOYEES ASSOCIATION
EIN
93-0505956
Address
4735 LIBERTY RD S. · SALEM, OR · 97302
Phone
(503) 588-0121
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL NO. 1546
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100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
UFCW LOCAL 1262
UFCW LOCAL 1262 QUALIFIED DEFINED CONTRIBUTION PLAN
$5.4M · 31 participants
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Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
