401k Plan data: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN plan

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 401k Plan overview

Plan Name	OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN
Plan identification number	002

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

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 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 SHARYINA MEIER 2024-04-08
002 2021-07-01 SHARYINA MEIER 2023-04-12
002 2020-07-01 SHARYINA MEIER 2022-04-12
002 2019-07-01 SHARYINA MEIER 2021-04-06
002 2018-07-01 SHARYINA MEIER 2020-04-07
002 2017-07-01 SHARYINA MEIER 2019-04-01
002 2016-07-01
002 2016-01-01 SHARYINA MEIER
002 2016-01-01
002 2015-01-01 JOY MCCAMMON
002 2014-01-01 JOY MCCAMMON
002 2013-01-01 JOY MCCAMMON
002 2012-01-01 JOY MCCAMMON
002 2011-01-01 JOY MCCAMMON
002 2010-01-01 JOY MCCAMMON
002 2009-01-01 JOY MCCAMMON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-07-01	SHARYINA MEIER	2024-04-08
002	2021-07-01	SHARYINA MEIER	2023-04-12
002	2020-07-01	SHARYINA MEIER	2022-04-12
002	2019-07-01	SHARYINA MEIER	2021-04-06
002	2018-07-01	SHARYINA MEIER	2020-04-07
002	2017-07-01	SHARYINA MEIER	2019-04-01
002	2016-07-01
002	2016-01-01	SHARYINA MEIER
002	2016-01-01
002	2015-01-01	JOY MCCAMMON
002	2014-01-01	JOY MCCAMMON
002	2013-01-01	JOY MCCAMMON
002	2012-01-01	JOY MCCAMMON
002	2011-01-01	JOY MCCAMMON
002	2010-01-01	JOY MCCAMMON
002	2009-01-01	JOY MCCAMMON

Plan Statistics for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN

401k plan membership statisitcs for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN

Measure Date Value
2022: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) 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 2022-07-01 123
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 34
Total of all active and inactive participants 2022-07-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 157
Number of participants with account balances 2022-07-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 150
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 110
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 35
Total of all active and inactive participants 2021-07-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 145
Number of participants with account balances 2021-07-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 104
Number of retired or separated participants receiving benefits 2020-07-01 1
Number of other retired or separated participants entitled to future benefits 2020-07-01 45
Total of all active and inactive participants 2020-07-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 150
Number of participants with account balances 2020-07-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 109
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 42
Total of all active and inactive participants 2019-07-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 151
Number of participants with account balances 2019-07-01 117
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 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 143
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 105
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 40
Total of all active and inactive participants 2018-07-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 145
Number of participants with account balances 2018-07-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 108
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 18
Total of all active and inactive participants 2017-07-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 126
Number of participants with account balances 2017-07-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 106
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 19
Total of all active and inactive participants 2016-07-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 125
Number of participants with account balances 2016-07-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
Total participants, beginning-of-year 2016-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 115
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 127
Number of participants with account balances 2016-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 115
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 124
Number of participants with account balances 2015-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 113
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 134
Number of participants with account balances 2014-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 115
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 29
Total of all active and inactive participants 2013-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 144
Number of participants with account balances 2013-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 123
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 30
Total of all active and inactive participants 2012-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 153
Number of participants with account balances 2012-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 107
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 37
Total of all active and inactive participants 2011-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 144
Number of participants with account balances 2011-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 101
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 34
Total of all active and inactive participants 2010-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 135
Number of participants with account balances 2010-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 100
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 33
Total of all active and inactive participants 2009-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 133
Number of participants with account balances 2009-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) 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	123
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	34
Total of all active and inactive participants	2022-07-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	157
Number of participants with account balances	2022-07-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	150
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	110
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	35
Total of all active and inactive participants	2021-07-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	145
Number of participants with account balances	2021-07-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	104
Number of retired or separated participants receiving benefits	2020-07-01	1
Number of other retired or separated participants entitled to future benefits	2020-07-01	45
Total of all active and inactive participants	2020-07-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	150
Number of participants with account balances	2020-07-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	109
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	42
Total of all active and inactive participants	2019-07-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	151
Number of participants with account balances	2019-07-01	117
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 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	143
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	105
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	40
Total of all active and inactive participants	2018-07-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	145
Number of participants with account balances	2018-07-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	108
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	18
Total of all active and inactive participants	2017-07-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	126
Number of participants with account balances	2017-07-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	106
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	19
Total of all active and inactive participants	2016-07-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	125
Number of participants with account balances	2016-07-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
Total participants, beginning-of-year	2016-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	115
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	127
Number of participants with account balances	2016-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	115
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	124
Number of participants with account balances	2015-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	113
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	134
Number of participants with account balances	2014-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	115
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	29
Total of all active and inactive participants	2013-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	144
Number of participants with account balances	2013-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	123
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	30
Total of all active and inactive participants	2012-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	153
Number of participants with account balances	2012-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	107
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	37
Total of all active and inactive participants	2011-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	144
Number of participants with account balances	2011-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	101
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	34
Total of all active and inactive participants	2010-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	135
Number of participants with account balances	2010-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	100
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	33
Total of all active and inactive participants	2009-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	133
Number of participants with account balances	2009-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN

Measure	Date	Value
2023 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) 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	$1,962,525
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$201,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$201,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$881,855
Value of total assets at end of year	2023-06-30	$9,829,794
Value of total assets at beginning of year	2023-06-30	$8,068,905
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$250
Total interest from all sources	2023-06-30	$31,299
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
Contributions received from participants	2023-06-30	$821,988
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$59,867
Total non interest bearing cash at end of year	2023-06-30	$9
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	$1,760,889
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$9,829,794
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$8,068,905
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	$8,915,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$7,161,308
Value of interest in pooled separate accounts at end of year	2023-06-30	$35,627
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$39,196
Interest earned on other investments	2023-06-30	$24,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$191,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$197,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$197,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$7,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$686,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$671,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,052,940
Net investment gain/loss from pooled separate accounts	2023-06-30	$-3,569
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$201,386
Contract administrator fees	2023-06-30	$250
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	Disclaimer
Accountancy firm name	2023-06-30	HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN	2023-06-30	930743240
2022 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) 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	$-397,569
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$963,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$963,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$803,714
Value of total assets at end of year	2022-06-30	$8,068,905
Value of total assets at beginning of year	2022-06-30	$9,430,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$610
Total interest from all sources	2022-06-30	$21,035
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
Contributions received from participants	2022-06-30	$721,980
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$81,734
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	$-1,361,504
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$8,068,905
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,430,409
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	$7,161,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$8,741,478
Value of interest in pooled separate accounts at end of year	2022-06-30	$39,196
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$33,524
Interest earned on other investments	2022-06-30	$20,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$197,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$671,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$655,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,229,988
Net investment gain/loss from pooled separate accounts	2022-06-30	$7,670
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$963,325
Contract administrator fees	2022-06-30	$610
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	Disclaimer
Accountancy firm name	2022-06-30	HOFFMAN, STEWART & SCHMIDT P.C.
Accountancy firm EIN	2022-06-30	930743240
2021 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) 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	$2,740,259
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$79,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$79,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$700,779
Value of total assets at end of year	2021-06-30	$9,430,409
Value of total assets at beginning of year	2021-06-30	$6,770,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$337
Total interest from all sources	2021-06-30	$19,775
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$146,590
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	$146,590
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
Contributions received from participants	2021-06-30	$685,679
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$23,910
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$15,100
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	$2,660,407
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,430,409
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,770,002
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	$8,741,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$6,077,825
Value of interest in pooled separate accounts at end of year	2021-06-30	$33,524
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$31,413
Interest earned on other investments	2021-06-30	$19,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$655,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$636,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,871,004
Net investment gain/loss from pooled separate accounts	2021-06-30	$2,111
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$79,515
Contract administrator fees	2021-06-30	$337
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 403(B) 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	$896,004
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$237,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$236,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$643,834
Value of total assets at end of year	2020-06-30	$6,770,002
Value of total assets at beginning of year	2020-06-30	$6,111,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$490
Total interest from all sources	2020-06-30	$19,559
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$115,641
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	$115,641
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
Contributions received from participants	2020-06-30	$629,364
Participant contributions at end of year	2020-06-30	$23,910
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$14,470
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	$658,614
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,770,002
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$6,111,388
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	$6,077,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$5,456,399
Value of interest in pooled separate accounts at end of year	2020-06-30	$31,413
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$32,596
Interest earned on other investments	2020-06-30	$19,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$636,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$622,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$116,633
Net investment gain/loss from pooled separate accounts	2020-06-30	$337
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$236,900
Contract administrator fees	2020-06-30	$490
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 403(B) 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	$1,108,964
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$103,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$103,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$754,697
Value of total assets at end of year	2019-06-30	$6,111,388
Value of total assets at beginning of year	2019-06-30	$5,106,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$200
Total interest from all sources	2019-06-30	$19,328
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$102,001
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	$102,001
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
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$558,362
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$196,335
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	$1,005,317
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,111,388
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,106,071
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	$5,456,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,409,690
Value of interest in pooled separate accounts at end of year	2019-06-30	$32,596
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$30,674
Interest earned on other investments	2019-06-30	$19,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$622,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$665,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$231,311
Net investment gain/loss from pooled separate accounts	2019-06-30	$1,627
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$103,447
Contract administrator fees	2019-06-30	$200
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 403(B) 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	$924,018
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$489,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$489,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$504,532
Value of total assets at end of year	2018-06-30	$5,106,071
Value of total assets at beginning of year	2018-06-30	$4,671,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$672
Total interest from all sources	2018-06-30	$18,666
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
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
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$486,672
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$17,860
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	$434,095
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,106,071
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,671,976
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	$4,409,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$4,144,558
Value of interest in pooled separate accounts at end of year	2018-06-30	$30,674
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$30,280
Interest earned on other investments	2018-06-30	$18,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$665,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$497,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$399,343
Net investment gain/loss from pooled separate accounts	2018-06-30	$1,477
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$489,251
Contract administrator fees	2018-06-30	$672
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 403(B) 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	$3,731
Total income from all sources (including contributions)	2017-06-30	$1,318,753
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$374,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$373,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$820,798
Value of total assets at end of year	2017-06-30	$4,671,976
Value of total assets at beginning of year	2017-06-30	$3,731,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$680
Total interest from all sources	2017-06-30	$14,380
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$70,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$70,028
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
Contributions received from participants	2017-06-30	$531,655
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$289,143
Total non interest bearing cash at beginning of year	2017-06-30	$3,731
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	$944,155
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,671,976
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,727,821
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	$4,144,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$3,270,593
Value of interest in pooled separate accounts at end of year	2017-06-30	$30,280
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$79,531
Interest earned on other investments	2017-06-30	$14,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$61,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$61,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$497,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$315,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$412,067
Net investment gain/loss from pooled separate accounts	2017-06-30	$1,480
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	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$373,918
Contract administrator fees	2017-06-30	$680
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$3,731
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 403(B) 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	$3,731
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	$426,971
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$53,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$53,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$316,819
Value of total assets at end of year	2016-06-30	$3,731,552
Value of total assets at beginning of year	2016-06-30	$3,354,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$180
Total interest from all sources	2016-06-30	$5,340
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$15,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$15,693
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
Contributions received from participants	2016-06-30	$265,666
Participant contributions at beginning of year	2016-06-30	$15,046
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$51,153
Total non interest bearing cash at end of year	2016-06-30	$3,731
Total non interest bearing cash at beginning of year	2016-06-30	$705
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	$373,093
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,727,821
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,354,728
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	$3,270,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,997,836
Value of interest in pooled separate accounts at end of year	2016-06-30	$79,531
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$84,103
Interest earned on other investments	2016-06-30	$5,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$61,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$315,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$257,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$86,530
Net investment gain/loss from pooled separate accounts	2016-06-30	$2,589
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	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$53,698
Contract administrator fees	2016-06-30	$180
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$3,731
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 & SCHMIDT, P.C.
Accountancy firm EIN	2016-06-30	930743240
2015 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$545,987
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$321,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$315,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$552,127
Value of total assets at end of year	2015-12-31	$3,354,728
Value of total assets at beginning of year	2015-12-31	$3,130,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,666
Total interest from all sources	2015-12-31	$8,357
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$416,777
Participant contributions at end of year	2015-12-31	$15,046
Participant contributions at beginning of year	2015-12-31	$9
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$135,350
Total non interest bearing cash at end of year	2015-12-31	$705
Total non interest bearing cash at beginning of year	2015-12-31	$9,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$224,029
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,354,728
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,130,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,997,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,733,235
Value of interest in pooled separate accounts at end of year	2015-12-31	$84,103
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$106,507
Interest earned on other investments	2015-12-31	$8,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$257,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$280,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-21,561
Net investment gain/loss from pooled separate accounts	2015-12-31	$7,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$315,292
Contract administrator fees	2015-12-31	$6,666
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2015-12-31	930743240
2014 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$538,307
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,052,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,051,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$269,645
Value of total assets at end of year	2014-12-31	$3,130,699
Value of total assets at beginning of year	2014-12-31	$3,644,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$936
Total interest from all sources	2014-12-31	$24,837
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$269,645
Participant contributions at end of year	2014-12-31	$9
Participant contributions at beginning of year	2014-12-31	$12,090
Total non interest bearing cash at end of year	2014-12-31	$9,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-514,292
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,130,699
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,644,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,733,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,999,747
Value of interest in pooled separate accounts at end of year	2014-12-31	$106,507
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$182,535
Interest earned on other investments	2014-12-31	$24,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$280,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$450,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$223,129
Net investment gain/loss from pooled separate accounts	2014-12-31	$20,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,051,663
Contract administrator fees	2014-12-31	$936
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	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2014-12-31	930743240
2013 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$859,548
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$216,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$215,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$272,522
Value of total assets at end of year	2013-12-31	$3,644,991
Value of total assets at beginning of year	2013-12-31	$3,001,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$930
Total interest from all sources	2013-12-31	$14,705
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$20,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$20,427
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$272,522
Participant contributions at end of year	2013-12-31	$12,090
Participant contributions at beginning of year	2013-12-31	$21,424
Administrative expenses (other) incurred	2013-12-31	$930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$643,378
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,644,991
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,001,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,999,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,416,946
Value of interest in pooled separate accounts at end of year	2013-12-31	$182,535
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$137,465
Interest earned on other investments	2013-12-31	$14,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$450,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$425,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$537,595
Net investment gain/loss from pooled separate accounts	2013-12-31	$14,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	Yes
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$215,240
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$618,366
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$365,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$364,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$291,225
Value of total assets at end of year	2012-12-31	$3,001,613
Value of total assets at beginning of year	2012-12-31	$2,748,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$885
Total interest from all sources	2012-12-31	$14,167
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$22,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$22,574
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$261,338
Participant contributions at end of year	2012-12-31	$21,424
Participant contributions at beginning of year	2012-12-31	$17,482
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$29,887
Administrative expenses (other) incurred	2012-12-31	$885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$252,812
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,001,613
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,748,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,416,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,112,129
Value of interest in pooled separate accounts at end of year	2012-12-31	$137,465
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$124,306
Interest earned on other investments	2012-12-31	$14,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$425,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$494,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$278,208
Net investment gain/loss from pooled separate accounts	2012-12-31	$12,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	Yes
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$364,669
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$224,493
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$44,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$43,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$238,517
Value of total assets at end of year	2011-12-31	$2,748,801
Value of total assets at beginning of year	2011-12-31	$2,568,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$810
Total interest from all sources	2011-12-31	$15,045
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$19,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$19,891
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$237,732
Participant contributions at beginning of year	2011-12-31	$0
Participant contributions at end of year	2011-12-31	$17,482
Participant contributions at beginning of year	2011-12-31	$10,107
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$810
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$180,473
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,748,801
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,568,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,112,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,033,047
Value of interest in pooled separate accounts at end of year	2011-12-31	$124,306
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$104,389
Interest earned on other investments	2011-12-31	$15,045
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$494,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$420,785
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-62,815
Net investment gain/loss from pooled separate accounts	2011-12-31	$13,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	Yes
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$43,210
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$539,350
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$119,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$118,804
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$270,636
Value of total assets at end of year	2010-12-31	$2,568,328
Value of total assets at beginning of year	2010-12-31	$2,148,647
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$865
Total interest from all sources	2010-12-31	$13,258
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$270,636
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$10,107
Participant contributions at beginning of year	2010-12-31	$14,439
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$865
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$419,681
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,568,328
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,148,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,033,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,596,014
Value of interest in pooled separate accounts at end of year	2010-12-31	$104,389
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$84,975
Interest on participant loans	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$13,258
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$47,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$47,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$420,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$405,884
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$243,250
Net investment gain/loss from pooled separate accounts	2010-12-31	$12,206
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$0
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$118,804
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG
Accountancy firm EIN	2010-12-31	135565207
2009 : OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN

2022: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	15
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	16
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	17
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	17
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	18
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	19
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	16
Insurance policy start date	2016-01-01
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

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

Policy contract number

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	24
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	41
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	56
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	55
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	51
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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

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

Policy contract number

316634

Policy instance

Insurance contract or identification number	316634
Number of Individuals Covered	49
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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

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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