Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Oregon State University Foundation
EIN 93-6022772fund-raisingLatest filing 2025
Plans
3
Retirement
2
$62.8M assets
Health & Benefits
1
$157K premiums
Participants
467
4238 SW RESEARCH WAY - CORVALLIS, OR 97333541-737-4218fororegonstate.orgLinkedIn51-200 employeesfund-raising
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $62.8M assets / 467 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $157K premiums / 186 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$157K
- Life$150K
- Short-term disability$150K
- Long-term disability$150K
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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#001
OSU FOUNDATION RETIREMENT PLAN
Money purchase
Assets$49.4M
Participants234
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
OSU FOUNDATION 403(B) PLAN
403(b)
Assets$13.4M
Participants233
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
OREGON STATE UNIVERSITY FOUNDATION HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$157K
Covered lives186
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OSU FOUNDATION RETIREMENT PLAN | Money purchase | $49.4M | 234 | 2025 |
| #002 | OSU FOUNDATION 403(B) PLAN | 403(b) | $13.4M | 233 | 2025 |
- #001 · Money purchase · 2025234
- #002 · 403(b) · 2025233
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OREGON STATE UNIVERSITY FOUNDATION HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $157K | 186 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025186
Retirement plans
Health & Benefits plans