Tax Summary Report

This is a summary of the annual report of the OEA CHOICE WELFARE BENEFIT PLAN (DBA Oregon Well-being Trust), a health plan (Employer Identification Number 93-0243443, Plan Number 501), for the plan year 07/01/2022 through 06/30/2023. The annual report has been filed with the Employee Benefits Security Administration, as required under the Employee Retirement Income Security Act of 1974 (ERISA).

Your Rights to Additional Information

You have the right to receive a copy of the full annual report, or any part thereof, on request. The items listed below are included in that report:

1. Financial information and information on payments to service providers.
To obtain a copy of the full annual report, or any part thereof, write or call the office of LAUREN D. BOOTH, who is a representative of the plan administrator, at 6900 SW ATLANTA STREET BLDG 2, TIGARD, OR 97223 and phone number, 503-495-6259.

You also have the legally protected right to examine the annual report at the main office of the plan: 6900 SW ATLANTA STREET BLDG 2, TIGARD, OR 97223, and at the U.S. Department of Labor in Washington, D.C., or to obtain a copy from the U.S. Department of Labor upon payment of copying costs.

Requests to the Department should be addressed to: Public Disclosure Room, Room N-1513, Employee Benefits Security Administration, U.S. Department of Labor, 200 Constitution Avenue, N.W., Washington, D.C. 20210.