In accordance with the Employee Retirement Income Security Act (ERISA), each year Willamette University is required to distribute a Summary Annual Report (SAR) for Willamette’s Group Benefit Plans.
The report summarizes the annual financial information noted on the Federal Form 5500 annual return, which has been filed with the IRS. Although you may not be eligible for all the benefits referenced in this Summary Annual Report, if you participate in one or more of these benefits, the report applies to you. This report is informational only and no action is required.
You have the right to request a paper version of the Summary Annual Report by contacting Nicole Stewart, Benefits and Leave Manager, at (503) 370-6188 or nstewart2@willamette.edu.
Group Benefits Plans
- Summary Annual Report for Plan Year 2022
- Summary Annual Report for Plan Year 2021
- Amended Summary Annual Report for Plan Year 2021
- Amended Summary Annual Report for Plan Year 2020