401k Plan data: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.

401k Sponsoring company profile

OREGON EPISCOPAL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: OREGON EPISCOPAL SCHOOL

Employer identification number (EIN): 930386915

NAIC Classification: 611000

Additional information about OREGON EPISCOPAL SCHOOL

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2007-10-03

Company Identification Number: 1217116

Legal Registered Office Address: 6300 SW NICOL RD

PORTLAND
United States of America (USA)
97223

More information about OREGON EPISCOPAL SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TAMMY STOTIK
001 2017-01-01
001 2016-01-01 TAMMY STOTIK GRETCHEN REED 2017-10-16

Plan Statistics for OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 233
Number of retired or separated participants receiving benefits 2022-01-01 11
Number of other retired or separated participants entitled to future benefits 2022-01-01 105
Total of all active and inactive participants 2022-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 349
Number of participants with account balances 2022-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 213
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 99
Total of all active and inactive participants 2021-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 321
Number of participants with account balances 2021-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 492
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 391
Number of retired or separated participants receiving benefits 2020-01-01 20
Number of other retired or separated participants entitled to future benefits 2020-01-01 85
Total of all active and inactive participants 2020-01-01 496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 496
Number of participants with account balances 2020-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 561
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 414
Number of other retired or separated participants entitled to future benefits 2019-01-01 78
Total of all active and inactive participants 2019-01-01 492
Total participants 2019-01-01 492
Number of participants with account balances 2019-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 224
Number of other retired or separated participants entitled to future benefits 2018-01-01 78
Total of all active and inactive participants 2018-01-01 302
Total participants 2018-01-01 302
Number of participants with account balances 2018-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 400
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 297
Number of other retired or separated participants entitled to future benefits 2017-01-01 107
Total of all active and inactive participants 2017-01-01 404
Total participants 2017-01-01 404
Number of participants with account balances 2017-01-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 199
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 163
Total of all active and inactive participants 2016-01-01 362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 364
Number of participants with account balances 2016-01-01 372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	233
Number of retired or separated participants receiving benefits	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	105
Total of all active and inactive participants	2022-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	349
Number of participants with account balances	2022-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	213
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	99
Total of all active and inactive participants	2021-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	321
Number of participants with account balances	2021-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	492
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	391
Number of retired or separated participants receiving benefits	2020-01-01	20
Number of other retired or separated participants entitled to future benefits	2020-01-01	85
Total of all active and inactive participants	2020-01-01	496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	496
Number of participants with account balances	2020-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	561
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	414
Number of other retired or separated participants entitled to future benefits	2019-01-01	78
Total of all active and inactive participants	2019-01-01	492
Total participants	2019-01-01	492
Number of participants with account balances	2019-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	224
Number of other retired or separated participants entitled to future benefits	2018-01-01	78
Total of all active and inactive participants	2018-01-01	302
Total participants	2018-01-01	302
Number of participants with account balances	2018-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	400
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	297
Number of other retired or separated participants entitled to future benefits	2017-01-01	107
Total of all active and inactive participants	2017-01-01	404
Total participants	2017-01-01	404
Number of participants with account balances	2017-01-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	199
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	163
Total of all active and inactive participants	2016-01-01	362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	364
Number of participants with account balances	2016-01-01	372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-6,673,561
Total of all expenses incurred	2022-12-31	$5,322,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,282,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,645,090
Value of total assets at end of year	2022-12-31	$50,836,746
Value of total assets at beginning of year	2022-12-31	$62,832,372
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$39,728
Total interest from all sources	2022-12-31	$283,458
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,073,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,073,619
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,467,387
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$97,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-11,995,626
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$50,836,746
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$62,832,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$42,800,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$54,900,533
Value of interest in pooled separate accounts at end of year	2022-12-31	$340,922
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$321,988
Interest earned on other investments	2022-12-31	$283,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$7,695,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,609,851
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$335,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-10,702,205
Net investment gain/loss from pooled separate accounts	2022-12-31	$26,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,080,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,947,222
Contract administrator fees	2022-12-31	$39,728
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$10,577,358
Total of all expenses incurred	2021-12-31	$5,050,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,991,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,563,520
Value of total assets at end of year	2021-12-31	$62,832,372
Value of total assets at beginning of year	2021-12-31	$57,305,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,980
Total interest from all sources	2021-12-31	$251,358
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,597,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,597,034
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,494,096
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$46,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,526,479
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$62,832,372
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$57,305,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$54,900,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$48,642,619
Value of interest in pooled separate accounts at end of year	2021-12-31	$321,988
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$231,840
Interest earned on other investments	2021-12-31	$251,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,609,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,431,434
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,080,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,121,520
Net investment gain/loss from pooled separate accounts	2021-12-31	$43,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,022,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,911,553
Contract administrator fees	2021-12-31	$58,980
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS-ADAMS LLP
Accountancy firm EIN	2021-12-31	910189318
2020 : OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$9,438,908
Total of all expenses incurred	2020-12-31	$3,430,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,378,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,551,230
Value of total assets at end of year	2020-12-31	$57,305,893
Value of total assets at beginning of year	2020-12-31	$51,297,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$52,030
Total interest from all sources	2020-12-31	$303,448
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$804,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$804,931
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,504,010
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$43,365
Administrative expenses (other) incurred	2020-12-31	$52,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,008,615
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$57,305,893
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$51,297,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$48,642,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$42,358,089
Value of interest in pooled separate accounts at end of year	2020-12-31	$231,840
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$390,214
Interest earned on other investments	2020-12-31	$303,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,431,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$8,548,975
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$426,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,782,702
Net investment gain/loss from pooled separate accounts	2020-12-31	$-3,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,003,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,952,259
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS-ADAMS LLP
Accountancy firm EIN	2020-12-31	910189318
2019 : OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$11,761,292
Total income from all sources (including contributions)	2019-12-31	$11,761,292
Total of all expenses incurred	2019-12-31	$2,940,965
Total of all expenses incurred	2019-12-31	$2,940,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,894,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,894,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,455,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,455,944
Value of total assets at end of year	2019-12-31	$51,297,278
Value of total assets at end of year	2019-12-31	$51,297,278
Value of total assets at beginning of year	2019-12-31	$42,476,951
Value of total assets at beginning of year	2019-12-31	$42,476,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$46,643
Total interest from all sources	2019-12-31	$375,366
Total interest from all sources	2019-12-31	$375,366
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$885,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$885,228
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$885,228
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,382,902
Contributions received from participants	2019-12-31	$1,382,902
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,084,391
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,084,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,820,327
Value of net income/loss	2019-12-31	$8,820,327
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$51,297,278
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$42,476,951
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$42,476,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$42,358,089
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$42,358,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$33,075,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$33,075,018
Value of interest in pooled separate accounts at end of year	2019-12-31	$390,214
Value of interest in pooled separate accounts at end of year	2019-12-31	$390,214
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$384,379
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$384,379
Interest earned on other investments	2019-12-31	$375,366
Interest earned on other investments	2019-12-31	$375,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,548,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,548,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$9,017,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$9,017,554
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$44,885
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$44,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,024,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,024,454
Net investment gain/loss from pooled separate accounts	2019-12-31	$20,300
Net investment gain/loss from pooled separate accounts	2019-12-31	$20,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$988,651
Contributions received in cash from employer	2019-12-31	$988,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,849,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,849,437
Contract administrator fees	2019-12-31	$46,643
Contract administrator fees	2019-12-31	$46,643
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS-ADAMS LLP
Accountancy firm name	2019-12-31	MOSS-ADAMS LLP
Accountancy firm EIN	2019-12-31	910189318
Accountancy firm EIN	2019-12-31	910189318
2018 : OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$766,714
Total of all expenses incurred	2018-12-31	$1,880,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,834,652
Value of total corrective distributions	2018-12-31	$2,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,746,787
Value of total assets at end of year	2018-12-31	$42,476,951
Value of total assets at beginning of year	2018-12-31	$43,591,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$43,514
Total interest from all sources	2018-12-31	$335,918
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$891,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$891,071
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,319,633
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$449,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,114,089
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$42,476,951
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$43,591,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$33,075,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$34,459,760
Value of interest in pooled separate accounts at end of year	2018-12-31	$384,379
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$275,466
Interest earned on other investments	2018-12-31	$335,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$9,017,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$8,855,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,221,142
Net investment gain/loss from pooled separate accounts	2018-12-31	$14,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$978,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,834,652
Contract administrator fees	2018-12-31	$43,514
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS-ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$10,473,716
Total of all expenses incurred	2017-12-31	$5,293,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,267,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,062,717
Value of total assets at end of year	2017-12-31	$43,591,040
Value of total assets at beginning of year	2017-12-31	$38,410,454
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,052
Total interest from all sources	2017-12-31	$323,236
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$565,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$565,863
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,232,685
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,907,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,180,586
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$43,591,040
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$38,410,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$34,459,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$28,716,749
Value of interest in pooled separate accounts at end of year	2017-12-31	$275,466
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$798,825
Interest earned on other investments	2017-12-31	$323,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$701,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$701,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$8,855,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$8,193,034
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$1,130,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,503,660
Net investment gain/loss from pooled separate accounts	2017-12-31	$18,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$922,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,136,204
Contract administrator fees	2017-12-31	$26,052
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS-ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,343,306
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,095,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,092,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,090,056
Value of total assets at end of year	2016-12-31	$38,410,454
Value of total assets at beginning of year	2016-12-31	$37,162,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,260
Total interest from all sources	2016-12-31	$356,020
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$504,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$504,883
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$857,747
Amount contributed by the employer to the plan for this plan year	2016-12-31	$857,747
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,099,390
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$132,919
Administrative expenses (other) incurred	2016-12-31	$3,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,247,980
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$38,410,454
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$37,162,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$28,716,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$27,712,961
Value of interest in pooled separate accounts at end of year	2016-12-31	$798,825
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$753,169
Interest earned on other investments	2016-12-31	$355,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$701,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$601,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$601,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$8,193,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$8,094,647
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$280,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,353,255
Net investment gain/loss from pooled separate accounts	2016-12-31	$39,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$857,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,811,083
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS-ADAMS LLP
Accountancy firm EIN	2016-12-31	910189318

Form 5500 Responses for OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329171

Policy instance

Insurance contract or identification number	329171
Number of Individuals Covered	151
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71910

Policy instance

Insurance contract or identification number	71910
Number of Individuals Covered	316
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329171

Policy instance

Insurance contract or identification number	329171
Number of Individuals Covered	158
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71910

Policy instance

Insurance contract or identification number	71910
Number of Individuals Covered	294
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329171

Policy instance

Insurance contract or identification number	329171
Number of Individuals Covered	160
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71910

Policy instance

Insurance contract or identification number	71910
Number of Individuals Covered	284
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329171

Policy instance

Insurance contract or identification number	329171
Number of Individuals Covered	170
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71910

Policy instance

Insurance contract or identification number	71910
Number of Individuals Covered	274
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329171

Policy instance

Insurance contract or identification number	329171
Number of Individuals Covered	185
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71910

Policy instance

Insurance contract or identification number	71910
Number of Individuals Covered	276
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

71910

Policy instance

Insurance contract or identification number	71910
Number of Individuals Covered	252
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329171

Policy instance

Insurance contract or identification number	329171
Number of Individuals Covered	185
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	OREGON EPISCOPAL SCHOOL
Employer identification number (EIN):	930386915
NAIC Classification:	611000

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2007-10-03
Company Identification Number:	1217116
Legal Registered Office Address:	6300 SW NICOL RD PORTLAND United States of America (USA) 97223