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Sponsor portfolio

OREGON EDUCATION ASSOCIATION

EIN 93-0243443-education management-Latest filing 2025
Plans
4
Retirement
2
$62.9M assets
Welfare
2
$3.9M premiums
Participants
19,888
6900 SW ATLANTA ST. - PORTLAND, OR 972232513503-684-3300oregoned.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
4 filings
#001TraditionalDB-$48.8M - 185 part#002401k-$14.1M - 124 part#502Mixed-$3.9M - 150 lives#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $62.9M assets / 309 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • ASSOCIATION STAFF PENSION (#001)78%
  • EDUCATION ASSOCIATION 401(K) (#002)22%
Total $62.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION STAFF PENSION (#001)185
  • EDUCATION ASSOCIATION 401(K) (#002)124
Total 309Click row to drill in

Benefits portfolio analytics

2 plans / $3.9M premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$2.7M
  • Other$239K
  • Life$84K
  • Long-term disability$84K
  • Vision$23K
Total $3.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • MODA HEALTH69%
  • KAISER FOUNDATION HEALTH PLAN INC24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
  • AMERICAN FIDELITY ASSURANCE COMPANY0%
  • +3 more
Total $3.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • THE PARTNERS GROUP100%
  • IMG0%
Total $77K2 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 EDUCATION ASSOCIATION STAFF PENSION PLAN

TraditionalDB

Assets$48.8M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

OREGON EDUCATION ASSOCIATION 401(K) PLAN

401k

Assets$14.1M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OEA HEALTH AND WELFARE BENEFITS PLAN

Mixed - MODA HEALTH

Premiums$3.9M
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#501

OEA CHOICE WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OREGON EDUCATION ASSOCIATION STAFF PENSION PLANTraditionalDB$48.8M1852025
002OREGON EDUCATION ASSOCIATION 401(K) PLAN401k$14.1M1242025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OEA HEALTH AND WELFARE BENEFITS PLANMixedMODA HEALTH$3.9M1502025
501OEA CHOICE WELFARE BENEFIT PLANSelf Funded-$002025
Retirement plans
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