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Sponsor portfolioTH

OREGON STATE UNIVERSITY FOUNDATION

EIN 93-6022772-fund-raising-Latest filing 2025
Plans
3
Retirement
2
$60.6M assets
Welfare
1
$157K premiums
Participants
459
4238 SW RESEARCH WAY - CORVALLIS, OR 97333541-737-4218fororegonstate.orgLinkedIn51-200 employeesfund-raising
Plans on this EIN
3 filings
#001MoneyPurchase-$49.4M - 234 part#002403b-$11.2M - 225 part#501Mixed-$157K - 186 lives

Retirement portfolio analytics

2 plans aggregated / $60.6M assets / 459 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • FOUNDATION RETIREMENT PLAN (#001)81%
  • OSU FOUNDATION 403(B) (#002)19%
Total $60.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION RETIREMENT PLAN (#001)234
  • OSU FOUNDATION 403(B) (#002)225
Total 459Click row to drill in

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
Total $157K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA96%
  • CANOPY4%
Total $157K2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • DAVIDSON BENEFITS PLANNING LLC76%
  • GCG FINANCIAL LLC24%
Total $9K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OSU FOUNDATION RETIREMENT PLAN

MoneyPurchase

Assets$49.4M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OSU FOUNDATION 403(B) PLAN

403b

Assets$11.2M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OREGON STATE UNIVERSITY FOUNDATION HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$157K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OSU FOUNDATION RETIREMENT PLANMoneyPurchase$49.4M2342025
002OSU FOUNDATION 403(B) PLAN403b$11.2M2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OREGON STATE UNIVERSITY FOUNDATION HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$157K1862025
Retirement plans
Welfare plans
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