Form 5500 · Employee benefit plan · PORTLAND, OR
OREGON EPISCOPAL SCHOOL
Public Form 5500 records show how OREGON EPISCOPAL SCHOOL (PORTLAND, OR) structures its employee benefits. Its broker of record is THE PARTNERS GROUP. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0386915 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 221 | December | $16,517 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 226 | December | $3,234 |
| WILLAMETTE DENTAL INSURANCE, INC | Dental | 39 | December | $1,758 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Dental | 61 | December | $1,650 |
| VISION SERVICE PLAN | Vision | 188 | December | $1,095 |
| CANOPY | — | 224 | December | $0 |
Questions
Who is OREGON EPISCOPAL SCHOOL's benefits broker?
Per its most recent Form 5500 Schedule A, OREGON EPISCOPAL SCHOOL's broker of record is THE PARTNERS GROUP.
What insurance carrier does OREGON EPISCOPAL SCHOOL use?
OREGON EPISCOPAL SCHOOL's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 6 disclosed carriers.
When does OREGON EPISCOPAL SCHOOL's group plan renew?
The most recent Schedule A policy period for OREGON EPISCOPAL SCHOOL ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OREGON EPISCOPAL SCHOOL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.