OpenERISA

Oak Tree Insurance, INC.

Lake Oswego, OR, 97035

EIN 93-0884200
Plans
1
Total participants
69
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210
Plan sponsors in OregonFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Oak Tree Insurance, INC. 401(K) P/S Plan13
2023Form 5500-SF001Oak Tree Insurance, INC. 401(K) P/S Plan14
2022Form 5500-SF001Oak Tree Insurance, INC. 401(K) P/S Plan16
2021Form 5500-SF001Oak Tree Insurance, INC. 401(K) P/S Plan12
2020Form 5500-SF001Oak Tree Insurance 401(K) Plan14

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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