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Summary Annual Report

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 Tiffany DeGroat, Benefits Manager, at (503) 370-6631 or benefits-info@willamette.eduGroup Benefits Plans

Defined Contribution Retirement Plan

Willamette University

Human Resources

University Services Building
Willamette University
900 State Street
Salem Oregon 97301 U.S.A.
503-370-6210 voice
503-370-6570 fax