401k Plan data: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN plan

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 401k Plan overview

Plan Name	OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN
Plan identification number	001

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION

Employer identification number (EIN): 237083114

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1970-09-28

Company Identification Number: 9089517

Legal Registered Office Address: 1121 SW SALMON ST STE 100

PORTLAND
United States of America (USA)
97205

More information about OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 SHARYINA MEIER 2024-04-08
001 2021-07-01 SHARYINA MEIER 2023-04-12
001 2020-07-01 SHARYINA MEIER 2022-04-12
001 2019-07-01 SHARYINA MEIER 2021-04-06
001 2018-07-01 SHARYINA MEIER 2020-04-07
001 2017-07-01 SHARYINA MEIER 2019-04-01
001 2016-07-01
001 2015-07-01 SHARYINA MEIER
001 2014-07-01 JOY MCCAMMON
001 2013-07-01 JOY MCCAMMON
001 2012-07-01 JOY MCCAMMON
001 2011-07-01 JOY MCCAMMON
001 2010-07-01 JOY MCCAMMON
001 2009-07-01 JOY MCCAMMON
001 2008-07-01 JOY MCCAMMON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	SHARYINA MEIER	2024-04-08
001	2021-07-01	SHARYINA MEIER	2023-04-12
001	2020-07-01	SHARYINA MEIER	2022-04-12
001	2019-07-01	SHARYINA MEIER	2021-04-06
001	2018-07-01	SHARYINA MEIER	2020-04-07
001	2017-07-01	SHARYINA MEIER	2019-04-01
001	2016-07-01
001	2015-07-01	SHARYINA MEIER
001	2014-07-01	JOY MCCAMMON
001	2013-07-01	JOY MCCAMMON
001	2012-07-01	JOY MCCAMMON
001	2011-07-01	JOY MCCAMMON
001	2010-07-01	JOY MCCAMMON
001	2009-07-01	JOY MCCAMMON
001	2008-07-01	JOY MCCAMMON

Plan Statistics for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

401k plan membership statisitcs for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

Measure Date Value
2022: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 86
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 60
Total of all active and inactive participants 2022-07-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 146
Number of participants with account balances 2022-07-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 5
2021: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 188
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 80
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 61
Total of all active and inactive participants 2021-07-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 141
Number of participants with account balances 2021-07-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 11
2020: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 93
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 90
Total of all active and inactive participants 2020-07-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 183
Number of participants with account balances 2020-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 6
2019: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 176
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 91
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 88
Total of all active and inactive participants 2019-07-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 179
Number of participants with account balances 2019-07-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 169
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 82
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 84
Total of all active and inactive participants 2018-07-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 166
Number of participants with account balances 2018-07-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 4
2017: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 88
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 42
Total of all active and inactive participants 2017-07-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 130
Number of participants with account balances 2017-07-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 9
2016: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 85
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 39
Total of all active and inactive participants 2016-07-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 124
Number of participants with account balances 2016-07-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 9
2015: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 89
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 32
Total of all active and inactive participants 2015-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 121
Number of participants with account balances 2015-07-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 5
2014: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 82
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 32
Total of all active and inactive participants 2014-07-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 114
Number of participants with account balances 2014-07-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 6
2013: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 193
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 94
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 25
Total of all active and inactive participants 2013-07-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 120
Number of participants with account balances 2013-07-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 4
2012: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 164
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 105
Number of retired or separated participants receiving benefits 2012-07-01 81
Total of all active and inactive participants 2012-07-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 186
Number of participants with account balances 2012-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 9
2011: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 176
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 84
Number of retired or separated participants receiving benefits 2011-07-01 75
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 159
Number of participants with account balances 2011-07-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 15
2010: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 142
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 78
Number of retired or separated participants receiving benefits 2010-07-01 74
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 152
Number of participants with account balances 2010-07-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 6
2009: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 76
Number of retired or separated participants receiving benefits 2009-07-01 66
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 142
Number of participants with account balances 2009-07-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 4
2008: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2008 401k membership
Total participants, beginning-of-year 2008-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 66
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 59
Total of all active and inactive participants 2008-07-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 125
Number of participants with account balances 2008-07-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 3

Measure	Date	Value
2022: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	86
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	60
Total of all active and inactive participants	2022-07-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	146
Number of participants with account balances	2022-07-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	5
2021: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	188
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	80
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	61
Total of all active and inactive participants	2021-07-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	141
Number of participants with account balances	2021-07-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	11
2020: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	93
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	90
Total of all active and inactive participants	2020-07-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	183
Number of participants with account balances	2020-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	6
2019: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	176
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	91
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	88
Total of all active and inactive participants	2019-07-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	179
Number of participants with account balances	2019-07-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	169
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	82
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	84
Total of all active and inactive participants	2018-07-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	166
Number of participants with account balances	2018-07-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	4
2017: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	88
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	42
Total of all active and inactive participants	2017-07-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	130
Number of participants with account balances	2017-07-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	9
2016: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	85
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	39
Total of all active and inactive participants	2016-07-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	124
Number of participants with account balances	2016-07-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	9
2015: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	89
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	32
Total of all active and inactive participants	2015-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	121
Number of participants with account balances	2015-07-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	5
2014: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	82
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	32
Total of all active and inactive participants	2014-07-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	114
Number of participants with account balances	2014-07-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	6
2013: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	193
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	94
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	25
Total of all active and inactive participants	2013-07-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	120
Number of participants with account balances	2013-07-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	4
2012: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	164
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	105
Number of retired or separated participants receiving benefits	2012-07-01	81
Total of all active and inactive participants	2012-07-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	186
Number of participants with account balances	2012-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	9
2011: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	176
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	84
Number of retired or separated participants receiving benefits	2011-07-01	75
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	159
Number of participants with account balances	2011-07-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	15
2010: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	142
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	78
Number of retired or separated participants receiving benefits	2010-07-01	74
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	152
Number of participants with account balances	2010-07-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	6
2009: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	76
Number of retired or separated participants receiving benefits	2009-07-01	66
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	142
Number of participants with account balances	2009-07-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	4
2008: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2008 401k membership
Total participants, beginning-of-year	2008-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	66
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	59
Total of all active and inactive participants	2008-07-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	125
Number of participants with account balances	2008-07-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	3

Financial Data on OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

Measure	Date	Value
2023 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$3,145,060
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$587,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$586,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,048,927
Value of total assets at end of year	2023-06-30	$18,035,332
Value of total assets at beginning of year	2023-06-30	$15,477,587
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$950
Total interest from all sources	2023-06-30	$41,091
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Participant contributions at end of year	2023-06-30	$104,363
Participant contributions at beginning of year	2023-06-30	$87,511
Total non interest bearing cash at end of year	2023-06-30	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$2,557,745
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$18,035,332
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$15,477,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$16,949,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$14,465,110
Value of interest in pooled separate accounts at end of year	2023-06-30	$46,267
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$58,060
Interest on participant loans	2023-06-30	$3,427
Interest earned on other investments	2023-06-30	$28,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$285,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$204,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$204,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$9,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$649,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$662,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$2,059,826
Net investment gain/loss from pooled separate accounts	2023-06-30	$-4,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$1,048,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$586,365
Contract administrator fees	2023-06-30	$950
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN	2023-06-30	930743240
2022 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-1,379,285
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,362,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,360,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,098,480
Value of total assets at end of year	2022-06-30	$15,477,587
Value of total assets at beginning of year	2022-06-30	$18,218,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,400
Total interest from all sources	2022-06-30	$28,129
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Participant contributions at end of year	2022-06-30	$87,511
Participant contributions at beginning of year	2022-06-30	$115,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-2,741,310
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$15,477,587
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$18,218,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$14,465,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$17,176,359
Value of interest in pooled separate accounts at end of year	2022-06-30	$58,060
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$56,402
Interest on participant loans	2022-06-30	$3,518
Interest earned on other investments	2022-06-30	$24,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$204,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$199,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$199,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$662,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$671,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,517,442
Net investment gain/loss from pooled separate accounts	2022-06-30	$11,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,098,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,360,625
Contract administrator fees	2022-06-30	$1,400
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN	2022-06-30	930743240
2021 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$5,305,043
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$766,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$765,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,104,216
Value of total assets at end of year	2021-06-30	$18,218,897
Value of total assets at beginning of year	2021-06-30	$13,680,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,470
Total interest from all sources	2021-06-30	$29,208
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$283,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$283,568
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Participant contributions at end of year	2021-06-30	$115,455
Participant contributions at beginning of year	2021-06-30	$82,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$4,538,396
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$18,218,897
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$13,680,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$17,176,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$12,646,955
Value of interest in pooled separate accounts at end of year	2021-06-30	$56,402
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$54,152
Interest on participant loans	2021-06-30	$3,849
Interest earned on other investments	2021-06-30	$25,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$199,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$169,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$169,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$671,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$690,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$3,884,499
Net investment gain/loss from pooled separate accounts	2021-06-30	$3,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,104,216
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$37,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$765,177
Contract administrator fees	2021-06-30	$1,470
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN	2021-06-30	930743240
2020 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,671,058
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$480,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$479,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,044,048
Value of total assets at end of year	2020-06-30	$13,680,501
Value of total assets at beginning of year	2020-06-30	$12,490,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,040
Total interest from all sources	2020-06-30	$33,612
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$240,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$240,359
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Participant contributions at end of year	2020-06-30	$82,370
Participant contributions at beginning of year	2020-06-30	$130,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,190,352
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$13,680,501
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$12,490,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$12,646,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$11,420,173
Value of interest in pooled separate accounts at end of year	2020-06-30	$54,152
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$73,772
Interest on participant loans	2020-06-30	$4,954
Interest earned on other investments	2020-06-30	$26,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$169,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$131,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$131,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$1,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$690,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$701,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$352,102
Net investment gain/loss from pooled separate accounts	2020-06-30	$937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,044,048
Employer contributions (assets) at end of year	2020-06-30	$37,634
Employer contributions (assets) at beginning of year	2020-06-30	$32,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$479,666
Contract administrator fees	2020-06-30	$1,040
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN	2020-06-30	930743240
2019 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,874,767
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$741,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$739,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$989,517
Value of total assets at end of year	2019-06-30	$12,490,149
Value of total assets at beginning of year	2019-06-30	$11,356,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,117
Total interest from all sources	2019-06-30	$48,024
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$218,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$218,674
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$993,222
Amount contributed by the employer to the plan for this plan year	2019-06-30	$993,222
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Participant contributions at end of year	2019-06-30	$130,264
Participant contributions at beginning of year	2019-06-30	$126,019
Other income not declared elsewhere	2019-06-30	$60,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,133,192
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$12,490,149
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$11,356,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$11,420,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$10,319,464
Value of interest in pooled separate accounts at end of year	2019-06-30	$73,772
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$86,840
Interest on participant loans	2019-06-30	$6,050
Interest earned on other investments	2019-06-30	$39,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$131,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$129,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$129,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$2,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$701,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$650,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$553,960
Net investment gain/loss from pooled separate accounts	2019-06-30	$4,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$989,517
Employer contributions (assets) at end of year	2019-06-30	$32,402
Employer contributions (assets) at beginning of year	2019-06-30	$44,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$739,458
Contract administrator fees	2019-06-30	$2,117
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN	2019-06-30	930743240
2018 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,994,941
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$963,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$961,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$981,971
Value of total assets at end of year	2018-06-30	$11,356,957
Value of total assets at beginning of year	2018-06-30	$10,325,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,580
Total interest from all sources	2018-06-30	$28,809
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$182,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$182,659
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$1,001,343
Amount contributed by the employer to the plan for this plan year	2018-06-30	$1,001,343
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Participant contributions at end of year	2018-06-30	$126,019
Participant contributions at beginning of year	2018-06-30	$33,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,031,902
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$11,356,957
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$10,325,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$10,319,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$9,539,604
Value of interest in pooled separate accounts at end of year	2018-06-30	$86,840
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$97,540
Interest on participant loans	2018-06-30	$2,824
Interest earned on other investments	2018-06-30	$24,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$129,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$1,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$650,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$653,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$796,979
Net investment gain/loss from pooled separate accounts	2018-06-30	$4,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$981,971
Employer contributions (assets) at end of year	2018-06-30	$44,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$961,459
Contract administrator fees	2018-06-30	$1,580
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN	2018-06-30	930743240
2017 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$6,062
Total income from all sources (including contributions)	2017-06-30	$2,197,100
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,184,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,183,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$965,689
Value of total assets at end of year	2017-06-30	$10,325,055
Value of total assets at beginning of year	2017-06-30	$9,318,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,010
Total interest from all sources	2017-06-30	$30,806
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Participant contributions at end of year	2017-06-30	$33,966
Participant contributions at beginning of year	2017-06-30	$110,336
Total non interest bearing cash at beginning of year	2017-06-30	$6,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,012,249
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$10,325,055
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$9,312,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$9,539,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$8,326,365
Value of interest in pooled separate accounts at end of year	2017-06-30	$97,540
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$147,816
Interest on participant loans	2017-06-30	$1,930
Interest earned on other investments	2017-06-30	$28,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$653,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$728,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,196,465
Net investment gain/loss from pooled separate accounts	2017-06-30	$4,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$965,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,183,841
Contract administrator fees	2017-06-30	$1,010
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$6,062
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2017-06-30	930743240
2016 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$6,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$992,612
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$898,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$883,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$922,221
Value of total assets at end of year	2016-06-30	$9,318,868
Value of total assets at beginning of year	2016-06-30	$9,218,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$14,178
Total interest from all sources	2016-06-30	$29,762
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$110,336
Participant contributions at beginning of year	2016-06-30	$60,953
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$55,841
Total non interest bearing cash at end of year	2016-06-30	$6,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$94,446
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$9,312,806
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$9,218,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$8,326,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$8,145,331
Value of interest in pooled separate accounts at end of year	2016-06-30	$147,816
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$163,080
Interest on participant loans	2016-06-30	$1,755
Interest earned on other investments	2016-06-30	$28,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$166,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$166,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$728,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$682,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$29,841
Net investment gain/loss from pooled separate accounts	2016-06-30	$10,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$866,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$883,988
Contract administrator fees	2016-06-30	$14,178
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$6,062
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	HOFFMAN, STEWART, Y SCHMIDT, P.C.
Accountancy firm EIN	2016-06-30	930743240
2015 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,338,655
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,109,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,101,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$892,737
Value of total assets at end of year	2015-06-30	$9,218,360
Value of total assets at beginning of year	2015-06-30	$8,988,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$7,983
Total interest from all sources	2015-06-30	$39,477
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$862,803
Amount contributed by the employer to the plan for this plan year	2015-06-30	$862,803
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Participant contributions at end of year	2015-06-30	$60,953
Participant contributions at beginning of year	2015-06-30	$53,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$229,569
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$9,218,360
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,988,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$8,145,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,443,026
Value of interest in pooled separate accounts at end of year	2015-06-30	$163,080
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$3,975,236
Interest on participant loans	2015-06-30	$1,888
Interest earned on other investments	2015-06-30	$37,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$166,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$682,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,516,803
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$26,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$261,806
Net investment gain/loss from pooled separate accounts	2015-06-30	$144,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$892,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,074,540
Contract administrator fees	2015-06-30	$7,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	Yes
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	HOFFMAN, STEWART, Y SCHMIDT, P.C.
Accountancy firm EIN	2015-06-30	930743240
2014 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$2,190,642
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$314,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$313,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$941,448
Value of total assets at end of year	2014-06-30	$8,988,791
Value of total assets at beginning of year	2014-06-30	$7,113,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,636
Total interest from all sources	2014-06-30	$-21,752
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$941,443
Amount contributed by the employer to the plan for this plan year	2014-06-30	$941,443
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Participant contributions at end of year	2014-06-30	$53,726
Participant contributions at beginning of year	2014-06-30	$18,925
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$5
Administrative expenses (other) incurred	2014-06-30	$1,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,875,766
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,988,791
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,113,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,443,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,634,169
Value of interest in pooled separate accounts at end of year	2014-06-30	$3,975,236
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$3,011,282
Interest on participant loans	2014-06-30	$1,916
Interest earned on other investments	2014-06-30	$-23,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,516,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,448,649
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$5,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$598,556
Net investment gain/loss from pooled separate accounts	2014-06-30	$672,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$941,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$307,584
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	KPMG LLP
Accountancy firm EIN	2014-06-30	135565207
2013 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,726,130
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$498,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$497,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$843,903
Value of total assets at end of year	2013-06-30	$7,113,025
Value of total assets at beginning of year	2013-06-30	$5,885,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$724
Total interest from all sources	2013-06-30	$45,239
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$843,903
Amount contributed by the employer to the plan for this plan year	2013-06-30	$843,903
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Participant contributions at end of year	2013-06-30	$18,925
Participant contributions at beginning of year	2013-06-30	$19,928
Other income not declared elsewhere	2013-06-30	$46,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,227,463
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$7,113,025
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,885,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,634,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,196,193
Value of interest in pooled separate accounts at end of year	2013-06-30	$3,011,282
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,386,227
Interest on participant loans	2013-06-30	$572
Interest earned on other investments	2013-06-30	$44,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,448,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,283,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$338,785
Net investment gain/loss from pooled separate accounts	2013-06-30	$452,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$843,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$497,943
Contract administrator fees	2013-06-30	$724
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	KPMG LLP
Accountancy firm EIN	2013-06-30	135565207
2012 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$758,317
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$501,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$500,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$670,521
Value of total assets at end of year	2012-06-30	$5,885,562
Value of total assets at beginning of year	2012-06-30	$5,628,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$795
Total interest from all sources	2012-06-30	$41,908
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$784,186
Amount contributed by the employer to the plan for this plan year	2012-06-30	$784,186
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$19,928
Participant contributions at beginning of year	2012-06-30	$21,137
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$2,876
Other income not declared elsewhere	2012-06-30	$11,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$257,240
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,885,562
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$5,628,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,196,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,300,855
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,386,227
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$2,201,716
Interest on participant loans	2012-06-30	$701
Interest earned on other investments	2012-06-30	$41,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,283,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,104,614
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$29,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$13,194
Net investment gain/loss from pooled separate accounts	2012-06-30	$20,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$667,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$470,873
Contract administrator fees	2012-06-30	$795
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	KPMG LLP
Accountancy firm EIN	2012-06-30	135565207
2011 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,670,945
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$309,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$306,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$665,661
Value of total assets at end of year	2011-06-30	$5,628,322
Value of total assets at beginning of year	2011-06-30	$4,266,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,626
Total interest from all sources	2011-06-30	$46,213
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$662,790
Amount contributed by the employer to the plan for this plan year	2011-06-30	$662,790
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$21,137
Participant contributions at beginning of year	2011-06-30	$31,078
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$2,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,361,561
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$5,628,322
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,266,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,300,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,752,614
Value of interest in pooled separate accounts at end of year	2011-06-30	$2,201,716
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,545,542
Interest on participant loans	2011-06-30	$10,065
Interest earned on other investments	2011-06-30	$36,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,104,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$937,527
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$36,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$498,243
Net investment gain/loss from pooled separate accounts	2011-06-30	$460,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$662,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$270,373
Contract administrator fees	2011-06-30	$2,626
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	KPMG LLP
Accountancy firm EIN	2011-06-30	135565207
2010 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$606,298
Amount contributed by the employer to the plan for this plan year	2010-06-30	$606,298
2009 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2009-06-30	$0
Minimum employer required contribution for this plan year	2009-06-30	$528,706
Amount contributed by the employer to the plan for this plan year	2009-06-30	$528,706

Form 5500 Responses for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

2022: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2008: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	Yes
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Insurance	Yes
2008-07-01	Plan funding arrangement – Trust	Yes
2008-07-01	Plan benefit arrangement – Insurance	Yes
2008-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	56
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	58
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	60
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	64
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	64
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	66
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	74
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502315

Policy instance

Insurance contract or identification number	502315
Number of Individuals Covered	0
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	81
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	107
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502315

Policy instance

Insurance contract or identification number	502315
Number of Individuals Covered	120
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $7,162
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,162
Insurance broker organization code?	3
Insurance broker name	MARK ROSENBAUM

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502315

Policy instance

Insurance contract or identification number	502315
Number of Individuals Covered	186
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $7,822
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,822
Insurance broker organization code?	3
Insurance broker name	MARK ROSENBAUM

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	105
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	92
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502315

Policy instance

Insurance contract or identification number	502315
Number of Individuals Covered	159
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $6,511
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502315

Policy instance

Insurance contract or identification number	502315
Number of Individuals Covered	62
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $5,622
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

316633

Policy instance

Insurance contract or identification number	316633
Number of Individuals Covered	90
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
Employer identification number (EIN):	237083114
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1970-09-28
Company Identification Number:	9089517
Legal Registered Office Address:	1121 SW SALMON ST STE 100 PORTLAND United States of America (USA) 97205