Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Oregon Health & Science University Foundation
EIN 23-7083114fund-raisingLatest filing 2025
Plans
3
Retirement
2
$37.4M assets
Health & Benefits
1
$3.0M premiums
Participants
467
2020 SW 4TH AVENUE, STE 900 - PORTLAND, OR 97201503-228-1730ohsufoundation.orgLinkedIn51-200 employeesfund-raising
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $37.4M assets / 340 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.0M premiums / 1,192 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Vision$2.7M
- Prescription drug$2.7M
- Dental$504K
- Other$159K
- Life$144K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN
Money purchase
Assets$24.7M
Participants171
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN
403(b)
Assets$12.7M
Participants169
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION WELFARE BENEFIT PLAN
Fully insured - MODA HEALTH
Premiums$3.0M
Covered lives1,192
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION PENSION PLAN | Money purchase | $24.7M | 171 | 2025 |
| #002 | OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION 403(B) PLAN | 403(b) | $12.7M | 169 | 2025 |
- #001 · Money purchase · 2025171
- #002 · 403(b) · 2025169
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION WELFARE BENEFIT PLAN | Fully insured | MODA HEALTH | $3.0M | 1,192 | 2025 |
- #501 · Fully insured · MODA HEALTH · 20251,192
Retirement plans
Health & Benefits plans