| Plan Name | UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | CHERI MINICK | 2024-10-09 | CHERI MINICK | 2024-10-09 |
| 001 | 2022-01-01 | CHERI MINICK | 2023-06-22 | CHERI MINICK | 2023-06-22 |
| 001 | 2021-01-01 | CHERYL BILLARD | 2022-06-23 | ||
| 001 | 2020-01-01 | CHERI BILLARD | 2021-07-26 | CHERI BILLARD | 2021-07-26 |
| 001 | 2019-01-01 | KELLY BOSCH | 2020-08-26 | ||
| 001 | 2018-01-01 | KELLY BOSCH | 2019-10-10 | ||
| 001 | 2017-01-01 | KELLY BOSCH | 2018-10-10 | ||
| 001 | 2016-01-01 | ERIKA FUNK | 2017-10-16 | ||
| 001 | 2015-01-01 | ERIKA FUNK | 2016-03-14 | ||
| 001 | 2014-01-01 | ERIKA FUNK | 2015-07-09 | ||
| 001 | 2013-01-01 | JAY NAMYET | 2014-10-09 | ||
| 001 | 2012-01-01 | JAY NAMYET | 2013-09-10 | ||
| 001 | 2011-01-01 | JAY NAMYET | 2012-07-20 | ||
| 001 | 2010-01-01 | JAY NAMYET | 2011-08-18 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-04-15 | 1703627 |
| Net assets as of the end of the plan year | 2025-04-15 | 11605214 |
| Total assets as of the beginning of the plan year | 2025-04-15 | 10962023 |
| Value of plan covered by a fidelity bond | 2025-04-15 | 2000000 |
| Participant contributions to plan in this plan year | 2025-04-15 | 241576 |
| Value of participant loans at end of plan year | 2025-04-15 | 129109 |
| Other contributions to plan in this plan year | 2025-04-15 | 27828 |
| Other income to plan in this plan year | 2025-04-15 | 1296733 |
| Plan net income in this plan year | 2025-04-15 | 643191 |
| Net assets as of the end of the plan year | 2025-04-15 | 11605214 |
| Net assets as of the beginning of the plan year | 2025-04-15 | 10962023 |
| Employer contributions to plan in this plan year | 2025-04-15 | 780681 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-15 | 39559 |
| 2024 : UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-09 | 2048825 |
| Net assets as of the end of the plan year | 2024-10-09 | 10962023 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 10616637 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 209499 |
| Value of participant loans at end of plan year | 2024-10-09 | 76182 |
| Other income to plan in this plan year | 2024-10-09 | 1567607 |
| Plan net income in this plan year | 2024-10-09 | 345386 |
| Net assets as of the end of the plan year | 2024-10-09 | 10962023 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 10616637 |
| Employer contributions to plan in this plan year | 2024-10-09 | 617105 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 29098 |
| 2022 : UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN 2022 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2022-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-23 | 1351514 |
| Net assets as of the end of the plan year | 2022-06-23 | 12119463 |
| Total assets as of the beginning of the plan year | 2022-06-23 | 11118563 |
| Value of plan covered by a fidelity bond | 2022-06-23 | 1000000 |
| Participant contributions to plan in this plan year | 2022-06-23 | 212615 |
| Value of participant loans at end of plan year | 2022-06-23 | 71931 |
| Other income to plan in this plan year | 2022-06-23 | 1520930 |
| Plan net income in this plan year | 2022-06-23 | 1000900 |
| Net assets as of the end of the plan year | 2022-06-23 | 12119463 |
| Net assets as of the beginning of the plan year | 2022-06-23 | 11118563 |
| Employer contributions to plan in this plan year | 2022-06-23 | 618869 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-23 | 28820 |