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  1. Companies/
  2. Oregon Shakespeare Festival Association
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Oregon Shakespeare Festival Association

EIN 93-0407022-performing arts-Latest filing 2025
Plans
9
Retirement
2
$9.1M assets
Health & Benefits
7
$552K premiums
Participants
2,240
15 S PIONEER ST - ASHLAND, OR 97520541-482-2111osfashland.orgLinkedIn201-500 employeesperforming arts
Plans on this EIN
9 filings
#003403(b)-$8.2M - 525 part#001Other DC-$963K - 47 part#505Self-funded-$463K - 205 lives#508Fully insured-$50K - 247 lives#512Fully insured-$27K - 432 lives#509Fully insured-$12K - 247 lives#506Self-funded-0 lives#507Self-funded-0 lives#511Unknown-0 lives+3 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 7 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 572 participants

Assets by plan

Share of aggregate retirement assets

  • FESTIVAL ASSOCIATION 403(B) (#003)$8.2M
  • PLAN & TRUST (#001)$963K
Total $9.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FESTIVAL ASSOCIATION 403(B) (#003)525
  • PLAN & TRUST (#001)47
Total 572Select a row to open it

Benefits portfolio analytics

7 plans / $552K premiums / 1,131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$463K
  • Short-term disability$50K
  • Long-term disability$50K
  • Other$27K
  • Life$12K
Total $552K5 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#003

OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN

403(b)

Assets$8.2M
Participants525
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST

Other DC

Assets$963K
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

OREGON SHAKESPEARE FESTIVAL MEDICAL PLAN

Self-funded - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$463K
Covered lives205
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508

OREGON SHAKESPEARE DISABILITY PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$50K
Covered lives247
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#512

OREGON SHAKESPEARE FESTIVAL OREGON PAID LEAVE

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$27K
Covered lives432
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509

OREGON SHAKESPEARE LIFE INSURANCE PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$12K
Covered lives247
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

OREGON SHAKESPEARE FESTIVAL DENTAL PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

OREGON SHAKESPEARE FESTIVAL VISION PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511

OREGON SHAKESPEARE FESTIVAL FLEXIBLE SPENDING PLAN

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN403(b)$8.2M5252025
#001OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUSTOther DC$963K472025
  • OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN$8.2M
    #003 · 403(b) · 2025525
  • OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST$963K
    #001 · Other DC · 202547

Health & Benefits plans

7 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505OREGON SHAKESPEARE FESTIVAL MEDICAL PLANSelf-fundedSUN LIFE ASSURANCE COMPANY OF CANADA$463K2052025
#508OREGON SHAKESPEARE DISABILITY PLANFully insuredSUN LIFE ASSURANCE COMPANY OF CANADA$50K2472025
#512OREGON SHAKESPEARE FESTIVAL OREGON PAID LEAVEFully insuredSUN LIFE ASSURANCE COMPANY OF CANADA$27K4322025
#509OREGON SHAKESPEARE LIFE INSURANCE PLANFully insuredSUN LIFE ASSURANCE COMPANY OF CANADA$12K2472025
#506OREGON SHAKESPEARE FESTIVAL DENTAL PLANSelf-funded-$002025
#507OREGON SHAKESPEARE FESTIVAL VISION PLANSelf-funded-$002025
#511OREGON SHAKESPEARE FESTIVAL FLEXIBLE SPENDING PLANUnknown-$002025
  • OREGON SHAKESPEARE FESTIVAL MEDICAL PLAN$463K
    #505 · Self-funded · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025205
  • OREGON SHAKESPEARE DISABILITY PLAN$50K
    #508 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025247
  • OREGON SHAKESPEARE FESTIVAL OREGON PAID LEAVE$27K
    #512 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025432
  • OREGON SHAKESPEARE LIFE INSURANCE PLAN$12K
    #509 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025247
  • OREGON SHAKESPEARE FESTIVAL DENTAL PLAN$0
    #506 · Self-funded · 20250
  • OREGON SHAKESPEARE FESTIVAL VISION PLAN$0
    #507 · Self-funded · 20250
  • OREGON SHAKESPEARE FESTIVAL FLEXIBLE SPENDING PLAN$0
    #511 · Unknown · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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