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UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITY OF OREGON FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF OREGON FOUNDATION
Employer identification number (EIN):936015767
NAIC Classification:611000

Additional information about UNIVERSITY OF OREGON FOUNDATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2022-10-27
Company Identification Number: 2536712
Legal Registered Office Address: 975 OAK STREET STE 800

EUGENE
United States of America (USA)
97401

More information about UNIVERSITY OF OREGON FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHERI MINICK2023-06-22 CHERI MINICK2023-06-22
0012021-01-01CHERYL BILLARD2022-06-23
0012020-01-01CHERI BILLARD2021-07-26 CHERI BILLARD2021-07-26
0012019-01-01KELLY BOSCH2020-08-26
0012018-01-01KELLY BOSCH2019-10-10
0012017-01-01KELLY BOSCH2018-10-10
0012016-01-01ERIKA FUNK2017-10-16
0012015-01-01ERIKA FUNK2016-03-14
0012014-01-01ERIKA FUNK2015-07-09
0012013-01-01JAY NAMYET2014-10-09
0012012-01-01JAY NAMYET2013-09-10
0012011-01-01JAY NAMYET2012-07-20
0012010-01-01JAY NAMYET2011-08-18

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