Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OREGON SHAKESPEARE FESTIVAL
EIN 93-0407022performing artsLatest filing 2025
Plans
9
Retirement
2
$8.7M assets
Welfare
7
$562K premiums
Participants
2,046
15 S PIONEER ST - ASHLAND, OR 975202749541-482-2111osfashland.orgLinkedIn201-500 employeesperforming arts
Retirement portfolio analytics
2 plans aggregated / $8.7M assets / 552 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
7 plans / $562K premiums / 1,030 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- GARY LAPIDUS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN
403b
Assets$7.4M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST
OtherDC
Assets$1.3M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
OREGON SHAKESPEARE FESTIVAL MEDICAL PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$493K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
OREGON SHAKESPEARE DISABILITY PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$34K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
OREGON SHAKESPEARE FESTIVAL OREGON PAID LEAVE
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$27K
Covered lives432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
OREGON SHAKESPEARE FESTIVAL LIFE INSURANCE PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$8K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
OREGON SHAKESPEARE FESTIVAL DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
OREGON SHAKESPEARE FESTIVAL VISION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
OREGON SHAKESPEARE FESTIVAL FLEXIBLE SPENDING ACCOUNT
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN | 403b | $7.4M | 488 | 2024 | |
| 001 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST | OtherDC | $1.3M | 64 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | OREGON SHAKESPEARE FESTIVAL MEDICAL PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $493K | 204 | 2024 | |
| 508 | OREGON SHAKESPEARE DISABILITY PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $34K | 197 | 2024 | |
| 512 | OREGON SHAKESPEARE FESTIVAL OREGON PAID LEAVE | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $27K | 432 | 2025 | |
| 509 | OREGON SHAKESPEARE FESTIVAL LIFE INSURANCE PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $8K | 197 | 2024 | |
| 506 | OREGON SHAKESPEARE FESTIVAL DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 507 | OREGON SHAKESPEARE FESTIVAL VISION PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 511 | OREGON SHAKESPEARE FESTIVAL FLEXIBLE SPENDING ACCOUNT | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans