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Sponsor portfolioTH

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION

EIN 23-7083114-fund-raising-Latest filing 2025
Plans
3
Retirement
2
$37.4M assets
Welfare
1
$3.6M premiums
Participants
474
2020 SW 4TH AVENUE, STE 900 - PORTLAND, OR 97201503-228-1730ohsufoundation.orgLinkedIn51-200 employeesfund-raising
Plans on this EIN
3 filings
#001MoneyPurchase-$24.7M - 171 part#002403b-$12.7M - 169 part#501Fully Insured-$3.6M - 1,159 lives

Retirement portfolio analytics

2 plans aggregated / $37.4M assets / 340 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • UNIVERSITY FOUNDATION PENSION (#001)66%
  • UNIVERSITY FOUNDATION 403(B) (#002)34%
Total $37.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNIVERSITY FOUNDATION PENSION (#001)171
  • UNIVERSITY FOUNDATION 403(B) (#002)169
Total 340Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 1,159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Vision$2.5M
  • Prescription drug$2.5M
  • Other$846K
  • Dental$469K
  • Short-term disability$147K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • MODA HEALTH59%
  • CANOPY23%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • STANDARD INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA3%
  • +2 more
Total $3.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • DAVIDSON BENEFITS PLANNING LLC99%
  • UNKNOWN1%
  • ANDREW N LUCCOCK0%
  • TYLER JACOB JORAMO0%
  • BRIDGET RENEA TOWNSEND0%
  • +2 more
Total $123K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN

MoneyPurchase

Assets$24.7M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN

403b

Assets$12.7M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION WELFARE BENEFIT PLAN

Fully Insured - MODA HEALTH

Premiums$3.6M
Covered lives1,159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLANMoneyPurchase$24.7M1712025
002OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN403b$12.7M1692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION WELFARE BENEFIT PLANFully InsuredMODA HEALTH$3.6M1,1592024
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