Assets by plan
Share of aggregate retirement assets
Filings through .
Oregon Education Association
EIN 93-0243443education managementLatest filing 2025
Plans
4
Retirement
2
$62.9M assets
Health & Benefits
2
$3.9M premiums
Participants
19,888
6900 SW ATLANTA ST. - PORTLAND, OR 972232513503-684-3300oregoned.orgLinkedIn51-200 employeeseducation management
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $62.9M assets / 309 participants
Participants by plan
Active + retired + deferred vested
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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
OREGON EDUCATION ASSOCIATION STAFF PENSION PLAN
Traditional DB
Assets$48.8M
Participants185
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
OREGON EDUCATION ASSOCIATION 401(K) PLAN
401(k)
Assets$14.1M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
OEA HEALTH AND WELFARE BENEFITS PLAN
Mixed - MODA HEALTH
Premiums$3.9M
Covered lives150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
OEA CHOICE WELFARE BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
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 EDUCATION ASSOCIATION STAFF PENSION PLAN | Traditional DB | $48.8M | 185 | 2025 |
| #002 | OREGON EDUCATION ASSOCIATION 401(K) PLAN | 401(k) | $14.1M | 124 | 2025 |
- #001 · Traditional DB · 2025185
- #002 · 401(k) · 2025124
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | OEA HEALTH AND WELFARE BENEFITS PLAN | Mixed | MODA HEALTH | $3.9M | 150 | 2025 |
| #501 | OEA CHOICE WELFARE BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Mixed · MODA HEALTH · 2025150
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans