Form 5500 · Employee benefit plan · CORVALLIS, OR
OREGON STATE UNIVERSITY FOUNDATION
Public Form 5500 records show how OREGON STATE UNIVERSITY FOUNDATION (CORVALLIS, OR) structures its employee benefits. Its broker of record is DAVIDSON BENEFITS PLANNING. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-6022772 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 181 | September | $4,313 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 174 | December | $0 |
| CANOPY WELLBEING | — | 173 | December | $0 |
Questions
Who is OREGON STATE UNIVERSITY FOUNDATION's benefits broker?
Per its most recent Form 5500 Schedule A, OREGON STATE UNIVERSITY FOUNDATION's broker of record is DAVIDSON BENEFITS PLANNING.
What insurance carrier does OREGON STATE UNIVERSITY FOUNDATION use?
OREGON STATE UNIVERSITY FOUNDATION's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.
When does OREGON STATE UNIVERSITY FOUNDATION's group plan renew?
The most recent Schedule A policy period for OREGON STATE UNIVERSITY FOUNDATION ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OREGON STATE UNIVERSITY FOUNDATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.