UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN
Plan Contact
- Address: 3031 NE STEPHENS ST,ROSEBURG,OR
- Phone: (541) 229-4842
Plan General Information
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is $14,639,383.00.This plan was established in 2008.
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is 280
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is $52,283.00
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is $2,880.00.
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is approximately $2,145.00
Investing in this additonal $2,145.00 for 20 years would give you extra $137,298.00, assuming a 10% annual return.
Investing in this additonal $2,145.00 for 20 years would give you extra $137,298.00, assuming a 10% annual return.
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN allocates $600,681.00 to match its employees' contributions, providing an employer match rate of 75.29% of their contributions
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is 18.95%.
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is 17.82%. This measures the effectiveness of the plan participants' investments in the year.
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN is 0.42%.
Enrollment Features
UMPQUA HEALTH AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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