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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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

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
0012023-01-01CHERI MINICK2024-10-09 CHERI MINICK2024-10-09
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

Financial Data on UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN

Measure Date Value
2025 : UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-151703627
Net assets as of the end of the plan year2025-04-1511605214
Total assets as of the beginning of the plan year2025-04-1510962023
Value of plan covered by a fidelity bond2025-04-152000000
Participant contributions to plan in this plan year2025-04-15241576
Value of participant loans at end of plan year2025-04-15129109
Other contributions to plan in this plan year2025-04-1527828
Other income to plan in this plan year2025-04-151296733
Plan net income in this plan year2025-04-15643191
Net assets as of the end of the plan year2025-04-1511605214
Net assets as of the beginning of the plan year2025-04-1510962023
Employer contributions to plan in this plan year2025-04-15780681
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1539559
2024 : UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-092048825
Net assets as of the end of the plan year2024-10-0910962023
Total assets as of the beginning of the plan year2024-10-0910616637
Value of plan covered by a fidelity bond2024-10-091000000
Participant contributions to plan in this plan year2024-10-09209499
Value of participant loans at end of plan year2024-10-0976182
Other income to plan in this plan year2024-10-091567607
Plan net income in this plan year2024-10-09345386
Net assets as of the end of the plan year2024-10-0910962023
Net assets as of the beginning of the plan year2024-10-0910616637
Employer contributions to plan in this plan year2024-10-09617105
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0929098
2022 : UNIVERSITY OF OREGON FOUNDATION 403(B) RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-230
Total expenses incurred by plan in this plan year2022-06-231351514
Net assets as of the end of the plan year2022-06-2312119463
Total assets as of the beginning of the plan year2022-06-2311118563
Value of plan covered by a fidelity bond2022-06-231000000
Participant contributions to plan in this plan year2022-06-23212615
Value of participant loans at end of plan year2022-06-2371931
Other income to plan in this plan year2022-06-231520930
Plan net income in this plan year2022-06-231000900
Net assets as of the end of the plan year2022-06-2312119463
Net assets as of the beginning of the plan year2022-06-2311118563
Employer contributions to plan in this plan year2022-06-23618869
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2328820

Potentially related plans

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