# OEA HEALTH AND WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **THE OREGON EDUCATION ASSOCIATION**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | THE OREGON EDUCATION ASSOCIATION |
| EIN | 930243443 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | PORTLAND, OR |
| Industry | education management |
| Funding | mixed |
| Total premiums | $3.9M |
| Participants | 214 |
| Persons covered | 150 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| MODA HEALTH | Health, Dental |
| KAISER PERMANENTE | Health |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other, Life, LTD |
| VISION SERVICE PLAN (VSP) | Vision |
| AMERICAN FIDELITY ASSURANCE COMPANY | Other |
| CANOPY | Other |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Other |
| ZURICH AMERICAN INSURANCE COMPANY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| THE PARTNERS GROUP | MODA HEALTH |
| THE PARTNERS GROUP | KAISER PERMANENTE |
| THE PARTNERS GROUP | UNUM INSURANCE COMPANY |
| THE PARTNERS GROUP | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| THE PARTNERS GROUP | VISION SERVICE PLAN |
| THE PARTNERS GROUP | AMERICAN FIDELITY ASSURANCE |
| THE PARTNERS GROUP | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA |
| IMG | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA |
| THE PARTNERS GROUP | ZURICH AMERICAN INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/930243443-502
- Cite as: PlanOptica, https://planoptica.com/welfare/930243443-502
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers