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Original filing (PDF)20250731175738NAL0002786467001
OREGON PUBLIC BROADCASTING
Form 5500
FILING_RECEIVED
OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
450
Plan assets (EOY)
$51.2M
Net assets (EOY)
$51.2M
How this plan invests
This plan
1 pooled trust
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON PUBLIC BROADCASTING.
Plan sponsor
Name
OREGON PUBLIC BROADCASTING
EIN
93-0814638
Address
7140 SW MACADAM AVENUE · PORTLAND, OR · 972193013
Phone
(503) 244-9900
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA- TEACHERS INS AND ANNUITY | 13-1624203 | — | N/A | $41K | — |
Investments
56 direct securities · 1 pooled fund· $50.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$49.7M
56 holdings
Pooled Separate Account
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional RA Annuity (non-fully benefit-responsive) Fixed Annuity Contract | — | — | — | $5.7M | 11.1% | |
| CREF Stock R2 Registered Investment Company | — | — | — | $5.1M | 10.0% | |
| CREF Growth R2 Registered Investment Company | — | — | — | $4.5M | 8.7% | |
| Vanguard 500 Idx Adm Registered Investment Company | — | — | — | $4.0M | 7.8% | |
| TIAA Traditional GSRA (fully benefit-responsive) Fixed Annuity Contract | — | — | — | $2.8M | 5.4% | |
| CREF Social Choice R2 Registered Investment Company | — | — | — | $2.6M | 5.0% | |
| CREF Global Equities R2 Registered Investment Company | — | — | — | $2.2M | 4.4% | |
| CREF Equity Index R2 Registered Investment Company | — | — | — | $1.7M | 3.4% | |
| CREF Core Bond R2 Registered Investment Company | — | — | — | $1.3M | 2.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 2.1% | |
| MFS Intl Diversification Cl R6 Registered Investment Company | — | — | — | $1.1M | 2.1% | |
| Vanguard Ttl Intl Stk Idx Adm Registered Investment Company | — | — | — | $1.0M | 2.0% | |
| Vanguard Target Retire 2045 Registered Investment Company | — | — | — | $1.0M | 2.0% | |
| TIAA Access Nuv Intl Equity T4 + Registered Investment Company | — | — | — | $981K | 1.9% | |
| Vanguard Ttl Bd Mkt Idx Adm Registered Investment Company | — | — | — | $939K | 1.8% | |
| Vanguard Target Retire 2040 Registered Investment Company | — | — | — | $914K | 1.8% | |
| Vanguard Small-Cap Idx Adm Registered Investment Company | — | — | — | $835K | 1.6% | |
| TIAA Access Nuv Lrg Cap Val T4 + Registered Investment Company | — | — | — | $746K | 1.5% | |
| Vanguard Target Retire 2050 Registered Investment Company | — | — | — | $691K | 1.3% | |
| Vanguard Mid-Cap Idx Adm Registered Investment Company | — | — | — | $686K | 1.3% | |
| CREF Money Market R2 Registered Investment Company | — | — | — | $641K | 1.3% | |
| T. Rowe Price Large-Cap Gr I Registered Investment Company | — | — | — | $584K | 1.1% | |
| Vanguard Target Retire 2035 Registered Investment Company | — | — | — | $579K | 1.1% | |
| TIAA Access Nuv LifCyc 2030 T4 + Registered Investment Company | — | — | — | $525K | 1.0% | |
| TIAA Access Nuv LifCyc 2025 T4 + Registered Investment Company | — | — | — | $499K | 1.0% | |
| Vanguard FTSE Social Index Adm Registered Investment Company | — | — | — | $459K | 0.9% | |
| DFA US Large Cap Value Inst Registered Investment Company | — | — | — | $453K | 0.9% | |
| TIAA Access Nuv LifCyc 2050 T4 + Registered Investment Company | — | — | — | $447K | 0.9% | |
| TIAA Access Nuv Core Equity T4 + Registered Investment Company | — | — | — | $446K | 0.9% | |
| Sterling Capital Ttl Rtrn Bnd R6 Registered Investment Company | — | — | — | $445K | 0.9% | |
| Vanguard Target Retire 2055 Registered Investment Company | — | — | — | $391K | 0.8% | |
| TIAA Access Nuv Mid Cap Val T4 + Registered Investment Company | — | — | — | $375K | 0.7% | |
| TIAA Access Nuv Core Pl Bd T4 + Registered Investment Company | — | — | — | $372K | 0.7% | |
| TIAA Access Nuv Qt Sm Cp Eq T4 + Registered Investment Company | — | — | — | $362K | 0.7% | |
| Vanguard Small-Cap Val Idx Adm Registered Investment Company | — | — | — | $359K | 0.7% | |
| CREF Inflation-Linked Bond R2 Registered Investment Company | — | — | — | $358K | 0.7% | |
| TIAA Access Nuv LifCyc 2035 T4 + Registered Investment Company | — | — | — | $341K | 0.7% | |
| TIAA Access Nuv RlEstSecSel T4 + Registered Investment Company | — | — | — | $317K | 0.6% | |
| Vanguard Target Retire 2030 Registered Investment Company | — | — | — | $308K | 0.6% | |
| Vanguard Target Retire 2025 Registered Investment Company | — | — | — | $298K | 0.6% | |
| TIAA Access Nuv LifCyc 2045 T4 + Registered Investment Company | — | — | — | $292K | 0.6% | |
| maturing in March 2032 -0- | — | — | — | $266K | 0.5% | |
| TIAA Access Nuv Sm Cp Bl Ix T4 + Registered Investment Company | — | — | — | $240K | 0.5% | |
| TIAA Access Nuv LgCp Res Eq T4 + Registered Investment Company | — | — | — | $235K | 0.5% | |
| Vanguard Target Retire 2060 Registered Investment Company | — | — | — | $227K | 0.4% | |
| TIAA Access Nuv Equity Idx T4 + Registered Investment Company | — | — | — | $189K | 0.4% | |
| Allspring Spec Mid Cap Val R6 Registered Investment Company | — | — | — | $187K | 0.4% | |
| TIAA Access Nuv LifCyc 2040 T4 + Registered Investment Company | — | — | — | $156K | 0.3% | |
| JPMorgan Mid Cap Gro Fd Cl R6 Registered Investment Company | — | — | — | $138K | 0.3% | |
| TIAA Access Nuv Mid Cap Grw T4 + Registered Investment Company | — | — | — | $132K | 0.3% | |
| Vanguard Small-Cap Grw Idx Adm Registered Investment Company | — | — | — | $118K | 0.2% | |
| Calvert Bond Fund - Class R6 Registered Investment Company | — | — | — | $87K | 0.2% | |
| TIAA Access Nuv LifCyc 2060 T4 + Registered Investment Company | — | — | — | $52K | 0.1% | |
| TIAA Access Nuv LifCyc 2055 T4 + Registered Investment Company | — | — | — | $21K | <0.1% | |
| Vanguard Target Retire 2020 Registered Investment Company | — | — | — | $14K | <0.1% | |
| TIAA Access Nuv LifCyc 2015 T4 + Registered Investment Company | — | — | — | $5K | <0.1% | |
| TIAA Access Nuv LifCyc 2010 T4 + Registered Investment Company | — | — | — | $2K | <0.1% |