401k Plan data: OREGON EDUCATION ASSOCIATION 401(K) PLAN plan

OREGON EDUCATION ASSOCIATION 401(K) PLAN 401k Plan overview

Plan Name	OREGON EDUCATION ASSOCIATION 401(K) PLAN
Plan identification number	002

OREGON EDUCATION ASSOCIATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OREGON EDUCATION ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: OREGON EDUCATION ASSOCIATION

Employer identification number (EIN): 930243443

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

Additional information about OREGON EDUCATION ASSOCIATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2027-06-04

Company Identification Number: 3050713

Legal Registered Office Address: 6900 SW ATLANTA ST

PORTLAND
United States of America (USA)
97223

More information about OREGON EDUCATION ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON EDUCATION ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 ROBERT SANDE
002 2015-07-01 ROBERT SANDE
002 2014-07-01 ROBERT SANDE
002 2013-07-01 ROBERT SANDE
002 2012-07-01 ROBERT SANDE ROBERT SANDE 2014-04-10
002 2011-07-01 ROBERT SANDE ROBERT SANDE 2013-04-11
002 2009-07-01 ROBERT SANDE

Plan Statistics for OREGON EDUCATION ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for OREGON EDUCATION ASSOCIATION 401(K) PLAN

Measure Date Value
2021: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 118
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 94
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 29
Total of all active and inactive participants 2021-07-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 124
Number of participants with account balances 2021-07-01 123
2020: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 115
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 103
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 14
Total of all active and inactive participants 2020-07-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 118
Number of participants with account balances 2020-07-01 115
2019: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 110
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 100
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 14
Total of all active and inactive participants 2019-07-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 115
Number of participants with account balances 2019-07-01 109
2018: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 107
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 96
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 13
Total of all active and inactive participants 2018-07-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 110
Number of participants with account balances 2018-07-01 104
2017: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 104
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 92
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 14
Total of all active and inactive participants 2017-07-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 107
Number of participants with account balances 2017-07-01 103
2016: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 101
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 91
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 12
Total of all active and inactive participants 2016-07-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 104
Number of participants with account balances 2016-07-01 102
2015: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 102
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 89
Number of other retired or separated participants entitled to future benefits 2015-07-01 11
Total of all active and inactive participants 2015-07-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 101
Number of participants with account balances 2015-07-01 95
2014: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 98
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 93
Number of other retired or separated participants entitled to future benefits 2014-07-01 8
Total of all active and inactive participants 2014-07-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 102
Number of participants with account balances 2014-07-01 100
2013: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 93
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 88
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 9
Total of all active and inactive participants 2013-07-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 98
Number of participants with account balances 2013-07-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 94
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 84
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 8
Total of all active and inactive participants 2012-07-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 93
Number of participants with account balances 2012-07-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 101
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 85
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 8
Total of all active and inactive participants 2011-07-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 94
Number of participants with account balances 2011-07-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 109
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 97
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 13
Total of all active and inactive participants 2009-07-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 110
Number of participants with account balances 2009-07-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	118
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	94
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	29
Total of all active and inactive participants	2021-07-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	124
Number of participants with account balances	2021-07-01	123
2020: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	115
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	103
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	14
Total of all active and inactive participants	2020-07-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	118
Number of participants with account balances	2020-07-01	115
2019: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	110
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	100
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	14
Total of all active and inactive participants	2019-07-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	115
Number of participants with account balances	2019-07-01	109
2018: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	107
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	96
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	13
Total of all active and inactive participants	2018-07-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	110
Number of participants with account balances	2018-07-01	104
2017: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	104
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	92
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	14
Total of all active and inactive participants	2017-07-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	107
Number of participants with account balances	2017-07-01	103
2016: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	101
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	91
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	12
Total of all active and inactive participants	2016-07-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	104
Number of participants with account balances	2016-07-01	102
2015: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	102
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	89
Number of other retired or separated participants entitled to future benefits	2015-07-01	11
Total of all active and inactive participants	2015-07-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	101
Number of participants with account balances	2015-07-01	95
2014: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	98
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	93
Number of other retired or separated participants entitled to future benefits	2014-07-01	8
Total of all active and inactive participants	2014-07-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	102
Number of participants with account balances	2014-07-01	100
2013: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	93
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	88
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	9
Total of all active and inactive participants	2013-07-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	98
Number of participants with account balances	2013-07-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	94
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	84
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	8
Total of all active and inactive participants	2012-07-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	93
Number of participants with account balances	2012-07-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	101
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	85
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	8
Total of all active and inactive participants	2011-07-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	94
Number of participants with account balances	2011-07-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	109
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	97
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	13
Total of all active and inactive participants	2009-07-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	110
Number of participants with account balances	2009-07-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on OREGON EDUCATION ASSOCIATION 401(K) PLAN

Measure	Date	Value
2022 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-06-30	$0
Total plan liabilities at end of year	2022-06-30	$0
Total plan liabilities at beginning of year	2022-06-30	$0
Total income from all sources	2022-06-30	$-1,031,915
Expenses. Total of all expenses incurred	2022-06-30	$1,153,071
Benefits paid (including direct rollovers)	2022-06-30	$1,154,040
Total plan assets at end of year	2022-06-30	$13,116,169
Total plan assets at beginning of year	2022-06-30	$15,301,155
Value of fidelity bond covering the plan	2022-06-30	$1,000,000
Total contributions received or receivable from participants	2022-06-30	$613,405
Expenses. Other expenses not covered elsewhere	2022-06-30	$0
Contributions received from other sources (not participants or employers)	2022-06-30	$1,357
Other income received	2022-06-30	$-2,128,601
Noncash contributions received	2022-06-30	$0
Net income (gross income less expenses)	2022-06-30	$-2,184,986
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$13,116,169
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$15,301,155
Assets. Value of participant loans	2022-06-30	$245,386
Total contributions received or receivable from employer(s)	2022-06-30	$481,924
Value of certain deemed distributions of participant loans	2022-06-30	$-1,309
Value of corrective distributions	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$340
2021 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-06-30	$0
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$4,498,937
Expenses. Total of all expenses incurred	2021-06-30	$87,264
Benefits paid (including direct rollovers)	2021-06-30	$85,591
Total plan assets at end of year	2021-06-30	$15,301,155
Total plan assets at beginning of year	2021-06-30	$10,889,482
Value of fidelity bond covering the plan	2021-06-30	$1,000,000
Assets. Value of tangible personal property	2021-06-30	$0
Total contributions received or receivable from participants	2021-06-30	$462,614
Assets. Value of loans (other than to participants)	2021-06-30	$0
Expenses. Other expenses not covered elsewhere	2021-06-30	$0
Contributions received from other sources (not participants or employers)	2021-06-30	$58,609
Other income received	2021-06-30	$3,514,205
Noncash contributions received	2021-06-30	$0
Net income (gross income less expenses)	2021-06-30	$4,411,673
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$15,301,155
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$10,889,482
Assets. Value of participant loans	2021-06-30	$178,377
Assets. Value of assets in partnership/joint-venture interests	2021-06-30	$0
Assets. Value of real-estate (other than employer real property)	2021-06-30	$0
Assets. Value of employer securities	2021-06-30	$0
Assets. Value of employer real property	2021-06-30	$0
Total contributions received or receivable from employer(s)	2021-06-30	$463,509
Value of certain deemed distributions of participant loans	2021-06-30	$1,428
Value of corrective distributions	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$245
2020 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-06-30	$0
Total plan liabilities at end of year	2020-06-30	$0
Total plan liabilities at beginning of year	2020-06-30	$0
Total income from all sources	2020-06-30	$1,303,711
Expenses. Total of all expenses incurred	2020-06-30	$701,197
Benefits paid (including direct rollovers)	2020-06-30	$700,857
Total plan assets at end of year	2020-06-30	$10,889,482
Total plan assets at beginning of year	2020-06-30	$10,286,968
Value of fidelity bond covering the plan	2020-06-30	$1,000,000
Total contributions received or receivable from participants	2020-06-30	$372,694
Expenses. Other expenses not covered elsewhere	2020-06-30	$0
Contributions received from other sources (not participants or employers)	2020-06-30	$13,690
Other income received	2020-06-30	$511,827
Noncash contributions received	2020-06-30	$0
Net income (gross income less expenses)	2020-06-30	$602,514
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$10,889,482
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$10,286,968
Assets. Value of participant loans	2020-06-30	$175,812
Total contributions received or receivable from employer(s)	2020-06-30	$405,500
Value of certain deemed distributions of participant loans	2020-06-30	$0
Value of corrective distributions	2020-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$340
2019 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-06-30	$0
Total plan liabilities at end of year	2019-06-30	$0
Total plan liabilities at beginning of year	2019-06-30	$0
Total income from all sources	2019-06-30	$1,733,339
Expenses. Total of all expenses incurred	2019-06-30	$982,364
Benefits paid (including direct rollovers)	2019-06-30	$981,999
Total plan assets at end of year	2019-06-30	$10,286,968
Total plan assets at beginning of year	2019-06-30	$9,535,993
Value of fidelity bond covering the plan	2019-06-30	$1,000,000
Total contributions received or receivable from participants	2019-06-30	$396,078
Expenses. Other expenses not covered elsewhere	2019-06-30	$0
Contributions received from other sources (not participants or employers)	2019-06-30	$464,960
Other income received	2019-06-30	$483,799
Noncash contributions received	2019-06-30	$0
Net income (gross income less expenses)	2019-06-30	$750,975
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$10,286,968
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$9,535,993
Assets. Value of participant loans	2019-06-30	$174,884
Total contributions received or receivable from employer(s)	2019-06-30	$388,502
Value of certain deemed distributions of participant loans	2019-06-30	$0
Value of corrective distributions	2019-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$365
2017 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$0
Total plan liabilities at end of year	2017-06-30	$0
Total plan liabilities at beginning of year	2017-06-30	$0
Total income from all sources	2017-06-30	$2,075,561
Expenses. Total of all expenses incurred	2017-06-30	$1,666,900
Benefits paid (including direct rollovers)	2017-06-30	$1,666,350
Total plan assets at end of year	2017-06-30	$8,662,792
Total plan assets at beginning of year	2017-06-30	$8,254,131
Value of fidelity bond covering the plan	2017-06-30	$1,000,000
Total contributions received or receivable from participants	2017-06-30	$385,579
Expenses. Other expenses not covered elsewhere	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$108,999
Other income received	2017-06-30	$1,196,180
Noncash contributions received	2017-06-30	$0
Net income (gross income less expenses)	2017-06-30	$408,661
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$8,662,792
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$8,254,131
Assets. Value of participant loans	2017-06-30	$148,779
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-06-30	$0
Total contributions received or receivable from employer(s)	2017-06-30	$384,803
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$550
2016 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$0
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$799,939
Expenses. Total of all expenses incurred	2016-06-30	$1,174,896
Benefits paid (including direct rollovers)	2016-06-30	$1,174,591
Total plan assets at end of year	2016-06-30	$8,254,131
Total plan assets at beginning of year	2016-06-30	$8,629,088
Value of fidelity bond covering the plan	2016-06-30	$1,000,000
Total contributions received or receivable from participants	2016-06-30	$454,369
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$6,484
Other income received	2016-06-30	$-48,547
Noncash contributions received	2016-06-30	$0
Net income (gross income less expenses)	2016-06-30	$-374,957
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$8,254,131
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$8,629,088
Assets. Value of participant loans	2016-06-30	$135,428
Total contributions received or receivable from employer(s)	2016-06-30	$387,633
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$305
2015 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$0
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$1,115,697
Expenses. Total of all expenses incurred	2015-06-30	$420,437
Benefits paid (including direct rollovers)	2015-06-30	$420,332
Total plan assets at end of year	2015-06-30	$8,629,088
Total plan assets at beginning of year	2015-06-30	$7,933,828
Value of fidelity bond covering the plan	2015-06-30	$1,000,000
Total contributions received or receivable from participants	2015-06-30	$373,962
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$41,712
Other income received	2015-06-30	$350,005
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$695,260
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$8,629,088
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$7,933,828
Assets. Value of participant loans	2015-06-30	$92,242
Total contributions received or receivable from employer(s)	2015-06-30	$350,018
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$105
2014 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total income from all sources	2014-06-30	$1,953,217
Expenses. Total of all expenses incurred	2014-06-30	$1,228,422
Benefits paid (including direct rollovers)	2014-06-30	$1,227,806
Total plan assets at end of year	2014-06-30	$7,933,828
Total plan assets at beginning of year	2014-06-30	$7,209,033
Value of fidelity bond covering the plan	2014-06-30	$1,000,000
Total contributions received or receivable from participants	2014-06-30	$377,237
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$1,224,198
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$724,795
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$7,933,828
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$7,209,033
Assets. Value of participant loans	2014-06-30	$105,471
Total contributions received or receivable from employer(s)	2014-06-30	$351,782
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$616
2013 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$1,624,592
Expenses. Total of all expenses incurred	2013-06-30	$1,203,171
Benefits paid (including direct rollovers)	2013-06-30	$1,202,533
Total plan assets at end of year	2013-06-30	$7,209,033
Total plan assets at beginning of year	2013-06-30	$6,787,612
Value of fidelity bond covering the plan	2013-06-30	$1,000,000
Total contributions received or receivable from participants	2013-06-30	$426,837
Contributions received from other sources (not participants or employers)	2013-06-30	$70,907
Other income received	2013-06-30	$769,969
Net income (gross income less expenses)	2013-06-30	$421,421
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$7,209,033
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$6,787,612
Assets. Value of participant loans	2013-06-30	$188,918
Total contributions received or receivable from employer(s)	2013-06-30	$356,879
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$853,377
Expenses. Total of all expenses incurred	2012-06-30	$1,251,151
Benefits paid (including direct rollovers)	2012-06-30	$1,250,270
Total plan assets at end of year	2012-06-30	$6,787,612
Total plan assets at beginning of year	2012-06-30	$7,185,386
Value of fidelity bond covering the plan	2012-06-30	$1,000,000
Total contributions received or receivable from participants	2012-06-30	$394,989
Contributions received from other sources (not participants or employers)	2012-06-30	$83,889
Other income received	2012-06-30	$2,458
Net income (gross income less expenses)	2012-06-30	$-397,774
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$6,787,612
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$7,185,386
Assets. Value of participant loans	2012-06-30	$245,494
Total contributions received or receivable from employer(s)	2012-06-30	$372,041
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$2,306,369
Expenses. Total of all expenses incurred	2011-06-30	$1,756,916
Benefits paid (including direct rollovers)	2011-06-30	$1,755,983
Total plan assets at end of year	2011-06-30	$7,185,386
Total plan assets at beginning of year	2011-06-30	$6,635,933
Value of fidelity bond covering the plan	2011-06-30	$1,000,000
Total contributions received or receivable from participants	2011-06-30	$461,071
Contributions received from other sources (not participants or employers)	2011-06-30	$8,585
Other income received	2011-06-30	$1,452,309
Net income (gross income less expenses)	2011-06-30	$549,453
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$7,185,386
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$6,635,933
Assets. Value of participant loans	2011-06-30	$261,273
Total contributions received or receivable from employer(s)	2011-06-30	$384,404
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$933
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : OREGON EDUCATION ASSOCIATION 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for OREGON EDUCATION ASSOCIATION 401(K) PLAN

2021: OREGON EDUCATION ASSOCIATION 401(K) 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	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: OREGON EDUCATION ASSOCIATION 401(K) 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	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: OREGON EDUCATION ASSOCIATION 401(K) 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	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: OREGON EDUCATION ASSOCIATION 401(K) 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	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: OREGON EDUCATION ASSOCIATION 401(K) 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	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: OREGON EDUCATION ASSOCIATION 401(K) 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	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: OREGON EDUCATION ASSOCIATION 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OREGON EDUCATION ASSOCIATION
Employer identification number (EIN):	930243443
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2027-06-04
Company Identification Number:	3050713
Legal Registered Office Address:	6900 SW ATLANTA ST PORTLAND United States of America (USA) 97223