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Form 5500 · Employee benefit plan · ASHLAND, OR

OREGON SHAKESPEARE FESTIVAL

The filing calls this plan OREGON SHAKESPEARE FESTIVAL LIFE INSURANCE PLAN.

OREGON SHAKESPEARE FESTIVAL of ASHLAND, OR files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GARY LAPIDUS. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA. The plan's most recent policy period ended in December.

Benefits broker of record
GARY LAPIDUS
Insurance carrier
SUN LIFE ASSURANCE COMPANY OF CANADA
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0407022 · plan 509 · plan year 2024, filed Oct 9, 2025

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How this plan is funded

Funding not settled by the filing

The filing does not report enough to settle how this plan pays for benefits.

All participants at the start of the year
242
Active at start of year
242
Active at end of year
197
Disclosed commissions
$736
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared under plan 505
Dentaldeclared under plan 506
Visiondeclared under plan 507
Lifeinsured — SUN LIFE ASSURANCE COMPANY OF CANADA197 of 242 participants (81%)
Disabilitydeclared under plan 508

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

The filing discloses a single insured line, life, through SUN LIFE ASSURANCE COMPANY OF CANADA, covering 197 people.

Reported premium across the insured contracts is $7,680, with $736 in disclosed broker commissions — about 9.6% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SUN LIFE ASSURANCE COMPANY OF CANADALife197Jan 1, 2025$7,680$736

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Other plans filed by this employer

Medical PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Oregon Shakespeare Disability PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Oregon Paid LeaveInsured benefit plan · 1 Schedule A contractRenews ~Oct 1Matching Retirement Plan & TrustRetirement plan · 1 Schedule A contract403(B) PlanRetirement plan · 1 Schedule A contractDental PlanForm 5500 filing · no insured Schedule A contractsVision PlanForm 5500 filing · no insured Schedule A contractsFlexible Spending AccountForm 5500 filing · no insured Schedule A contracts

How this plan compares

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