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Filings through Oct 24, 2026.

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Willamette University

EIN 93-0386972-higher education-Latest filing 2025
Plans
2
Retirement
1
$232.1M assets
Health & Benefits
1
$7.7M premiums
Participants
2,187
900 STATE STREET - SALEM, OR 97301503-370-6210willamette.eduLinkedIn501-1000 employeeshigher education
Plans on this EIN
2 filings
#002403(b)-$232.1M - 1,602 part#512Fully insured-$7.7M - 795 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $7.7M premiums / 795 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.1M
  • Other$446K
  • Life$440K
  • Short-term disability$440K
  • Long-term disability$440K
  • Dental$166K
Total $7.7M6 rows
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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#002

WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

403(b)

Assets$232.1M
Participants1,602
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#512

WILLAMETTE UNIVERSITY CONSOLIDATED WELFARE BENEFITS PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Premiums$7.7M
Covered lives795
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN403(b)$232.1M1,6022025
  • WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN$232.1M
    #002 · 403(b) · 20251,602

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#512WILLAMETTE UNIVERSITY CONSOLIDATED WELFARE BENEFITS PLANFully insuredKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST$7.7M7952025
  • WILLAMETTE UNIVERSITY CONSOLIDATED WELFARE BENEFITS PLAN$7.7M
    #512 · Fully insured · KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · 2025795
Retirement plans
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