O E A Choice Welfare Benefit Trust
Oregon Well-Being Trust (formerly OEA Choice Welfare Benefit Trust) is an Oregon-based nonprofit benefit trust that funds and supports well-being programs for K-12, ESD, and community college education employees through grants, contracted provider services, and regional summits.
- Company typePrivate
- Founded1980
- HeadquartersTigard, United States
- Headcount—
- GTM typeB2B
- OfferingServices
What O E A Choice Welfare Benefit Trust does
Oregon Well-Being Trust, legally OEA Choice Welfare Benefit Plan (EIN 93-0243443), is a Tigard, Oregon-based nonprofit benefit trust founded in 1980 by the Oregon Education Association (OEA). It was originally established to provide insurance benefits to public education employees; following the 2007 passage of SB 426 and creation of the Oregon Educators Benefit Board (OEBB), the Trust pivoted to educator well-being and rebranded in 2022 as Oregon Well-Being Trust. The organization is governed by a Board of Trustees (appointed by the OEA Board, with the OEA President serving as Trustee) and operates with a lean staff of approximately 7 FTE plus board members.
The Trust's core offering portfolio comprises three grant programs — Launch Grant ($10,000 for 1 year for emerging programs), Flourish Grant (tiered funding of $50,000-$350,000 over 3-5 years based on district staff size), and Sustain Grant ($5,000-$10,000 for established programs) — alongside Community Event Support funding up to $5,500 per event and Contracted Well-Being Services delivered through vetted third-party providers (OMBI, Pause Meditation, SCRR, The Teaching Well, Teach From Your Best Self, and Wellable). Supplementary resources include the Grow Guide 7-element framework, bilingual staff needs surveys, mindfulness recordings, the Wellable platform (free to grantees, $219/year for non-grantees), quarterly Peer Learning Network gatherings, the annual Journey to Wellness event, and a regional summit series that launched in April 2024.
The business model is a nonprofit trust funded by its own revenue streams and investment earnings after repaying an initial OEA loan with interest. Grants are disbursed rather than sold; Wellable subscriptions and Community Event Support represent nominal revenue lines but are subordinated to programmatic disbursement. GTM is relationship-led: staff engage districts, ESDs, and community colleges through conferences, ESD co-hosted summits, peer networking, and direct outreach. The customer base spans 100+ Oregon school districts, ESDs, and community colleges, and the Trust describes itself as the only Oregon organization solely dedicated to public education employee well-being.
O E A Choice Welfare Benefit Trust firmographics
Firmographics- Name
- O E A Choice Welfare Benefit Trust
- Legal name
- OEA Choice Welfare Benefit Plan
- Website
- https://oregonwellbeing.org
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Short description
- Oregon Well-Being Trust (formerly OEA Choice Welfare Benefit Trust) is an Oregon-based nonprofit benefit trust that funds and supports well-being programs for K-12, ESD, and community college education employees through grants, contracted provider services, and regional summits.
- Ownership category
- akta.pro rank
O E A Choice Welfare Benefit Trust industry classification
Industry- Product category
- Employee Well-Being Benefits and Grants
- NAICS
- Grantmaking and Giving Services (81321), Insurance and Employee Benefit Funds (5251)
- SIC
- Services-Membership Organizations (8600), Services-Social Services (8300)
- akta.pro primary industry
- Philanthropic & Charitable Trust Services (FSAAANAI)
- akta.pro secondary industry
- Scholarship & Fellowship Foundations and Trusts (EDADAHAC)
Keywords
Where O E A Choice Welfare Benefit Trust is headquartered
LocationHeadquarters
- HQ city
- Tigard
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
O E A Choice Welfare Benefit Trust business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others, Infrastructure
Revenue model
- Benefit Trust Operations: Oregon Well-Being Trust was established by OEA as a benefit trust. The Trust uses its own revenue streams and investment earnings to fund operations and benefit offerings, having repaid its initial loan from OEA with interest. Revenue supports grants, contracted well-being services, and community event support for Oregon public education employees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Launch Grant - $10,000 for 1 year |
| Subscription | Multi-year contract | Flourish Grant - Tiered funding $50,000-$350,000 over 3-5 years |
| Subscription | Annual | Sustain Grant - $5,000-$10,000 for established programs |
| Other | Pay-as-you-go | Community Event Support - Up to $5,500 per event |
| Subscription | Annual | Wellable platform - $219 for non-grantees |
Go-to-market motion1 record
Distribution channels5 records
Marketing channels6 records
O E A Choice Welfare Benefit Trust product offering
Product offeringCore offering
Oregon Well-Being Trust administers grant funding, contracted well-being services, and community event support for public education employees across Oregon. The Trust serves K-12 school districts, Education Service Districts, and community colleges through tiered grant programs (Launch, Flourish, Sustain), vetted well-being service providers, and annual regional summits focused on educator mental, emotional, social, physical, and purpose-related wellness.
Product overview
Oregon Well-Being Trust (formerly OEA Choice Welfare Benefit Trust) operates as a portfolio of benefit programs supporting educator well-being across Oregon. The core offerings include three grant programs (Launch, Flourish, and Sustain Grants) providing funding at different stages of well-being program development, two direct benefit services (Community Event Support and Contracted Well-Being Services) connecting organizations with vetted providers, and supplementary resources including the Wellable platform, Grow Guide framework, mindfulness resources, and staff surveys. The organization also hosts the annual Journey to Wellness event and Regional Well-Being Summits. These offerings work together to help education communities shift organizational culture toward well-being and belonging.
Differentiator
Problem solved
Functional benefit
Products and services
- Launch Grant One-year grant of $10,000 for emerging well-being programs in early stages, helping organizations build staff engagement and establish foundational pieces such as identifying a wellness coordinator and gathering leadership support. Available to Oregon K-12 districts, ESDs, community colleges, and tribal schools.
- Flourish Grant Multi-year grant (3-5 years) with tiered funding from $50,000 to $350,000 for existing well-being programs with an established coordinator, diverse wellness team, staff feedback collection, and leadership support. Funding tiers scale with organization staff count from 20 to 2,999 employees.
- https://oregonwellbeingtrust.org/wp-content/uploads/2024/08/Sus-Icon-768x1024.png Grant of $5,000 for organizations with fewer than 500 employees, or up to $10,000 for organizations with 500 or more employees. Designed for established well-being programs to support stability, equipment replacement, event traditions, and continuation of successful programming.
- Contracted Well-Being Services (CWS) Ongoing employee well-being support from vetted providers addressing specific areas of health and well-being including mental, social/emotional, sense of purpose, and physical wellness. Services include training, coaching, and facilitated sessions delivered through trusted providers such as OMBI, Pause Meditation, School Crisis Recovery and Renewal, The Teaching Well, Teach From Your Best Self, and Wellable.
- Community Event Support (CES) Funding benefit of up to $5,500 per event to bring well-being providers, keynote speakers, facilitators, or rejuvenation stations to educator events. Includes up to $5,000 for keynote speakers, up to $2,000 for well-being providers or facilitators, and Rejuvenation Station supplies valued at $500.
- Regional Well-Being Summits One-day professional development events hosted in partnership with Education Service Districts across Oregon. The summits feature well-being and rejuvenation activities, resources from local organizations, and networking opportunities for education employees.
- Wellable Wellness Platform Online well-being challenge platform and app providing wellness challenges, on-demand content (workouts, mindfulness, recipes), health newsletters, webinars, and wellness assessments. Available at no cost to current and past Oregon Well-Being Trust grantees, and at $219/year for non-grantee organizations.
- Journey to Wellness Annual Event Annual invitation-only event held typically in October in Salem, Oregon for grantees and affiliates, featuring professional development and networking.
- Grow Guide Framework A model with 7 Essential Elements designed to help districts, ESDs, community colleges, and tribal schools build inclusive, holistic, and sustainable well-being programs.
- Peer Learning Network Virtual networking gatherings held quarterly for workplace well-being champions and current or past grant recipients to exchange ideas, experiences, and strategies.
Quantifiable outcome
- 100+ districts and ESDs served through Flourish Grant program
- +2 more outcomes
Companies that use O E A Choice Welfare Benefit Trust
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles2 records
O E A Choice Welfare Benefit Trust technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
O E A Choice Welfare Benefit Trust partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core and minor.
- InterMountain ESDcorePartnered with Oregon Well-Being Trust to host the first Regional Well-Being Summit on April 16, 2024 at Wildhorse Resort and Casino in Pendleton, Oregon. Over 80 attendees from Morrow, Umatilla, Union and Baker counties participated.
- Oregon Trail Regional Educator NetworkcorePartnered with Oregon Well-Being Trust to co-host the first Northeast Regional Well-Being Summit, bringing together educators from eastern Oregon counties.
- Oregon Education Association (OEA)coreOEA founded the Trust in 1980 as OEA Choice Welfare Benefit Trust to provide insurance benefits. OEA helped pass SB 426 in 2007 to create OEBB, shifting the Trust's focus to wellness grants. The OEA President serves as a Trustee on the board, and OEA Board appoints Trustees. While the Trust is financially independent, the organizations share a mission of improving educator well-being.
- Eastern Oregon University Lab for Exercise Assessment Performance (LEAP)minorPresented at the Northeast Regional Well-Being Summit on their work supporting educational employees and the larger Eastern Oregon community.
- Eastern Oregon Center for Independent Living (EOCIL)minorPresented at the Northeast Regional Well-Being Summit on providing safe spaces and community building for the area's LGBTQ2SIA+ population.
- Miller MovementminorYoga studio based in Hermiston that led somatic practices and mindful movement yoga sessions at the Northeast Regional Well-Being Summit.
- Oregon Mind Body Institute (OMBI)coreContracted Well-Being Service Provider offering mental well-being services to education organizations. Full for the 25-26 school year. Created mindfulness recordings and videos used in Collective Mindfulness Practices and Individual Mindfulness Resources programs.
- Pause MeditationcoreContracted Well-Being Service Provider offering mental well-being services. Full for the 25-26 school year.
- School Crisis Recovery and Renewal (SCRR)coreContracted Well-Being Service Provider offering social/emotional well-being services. Accepting request forms for the 25-26 school year.
- The Teaching Well (TTW)coreContracted Well-Being Service Provider offering social/emotional well-being services. Accepting request forms for the 25-26 school year.
- Teach From Your Best Self (TFYBS)coreContracted Well-Being Service Provider offering sense of purpose well-being services. Accepting request forms for the 25-26 school year.
- WellablecoreContracted Well-Being Service Provider offering physical well-being services. Available as a grantee benefit at no cost and as a CWS for up to three years at $219 per year for non-grantees. Provides wellness challenges, on-demand content, health newsletters, self-care workshops, and wellness assessments.
- Education Service Districts (ESDs)coreOregon Well-Being Trust partners with ESDs across the state to host Regional Well-Being Summits and reach education communities in every region of Oregon.
- Local Businesses and Community OrganizationsminorDeveloping partnerships with local businesses, county health organizations, and community groups helps sustain well-being efforts at education organizations year after year, as recommended in the Grow Guide framework.
Scale indicators5 records
Recent moves9 records
Expansion highlights5 records
O E A Choice Welfare Benefit Trust competitors and assessment
Company assessmentDirect peers
- The NEA Foundation: National grantmaking foundation for public education employees, supporting educator-led innovation, student success, and well-being. Most direct comparable in mission, structure, and grantmaking model, though operating at national scale versus the Trust's Oregon focus.
Others
- Wellable: Corporate wellness platform providing challenges, content, and assessments used by employers including education organizations. Direct contracted provider to Oregon Well-Being Trust and a comparable technology layer in educator wellness programs.
- Oregon Education Association (OEA): Parent/affiliated organization (42,000-member labor union) that founded the Trust in 1980, retains governance influence (President serves as Trustee), and continues to partner on shared educator-well-being mission. Adjacent rather than directly competitive but materially linked.
Emerging players
- Calm for Education: Enterprise mindfulness and mental wellness platform with a dedicated education vertical serving teachers and students. Comparable as a contracted well-being provider in the same space the Trust funds, representing a potential substitute distribution model.
- The Teaching Well: Bay Area-based nonprofit specifically supporting teacher mental health, wellness, and retention. Direct overlap in mission (educator mental well-being) and one of the Trust's contracted service providers; comparable as a peer specialist organization.
- Care for Teachers: National nonprofit delivering mindfulness-based SEL training specifically for K-12 teachers and staff. Most directly comparable as an emerging specialist in educator mental health and well-being, similar in equity-centered framing.
Regional players
- The Mind Trust: Indianapolis-based education nonprofit focused on public education transformation through talent, innovation, and community engagement. Comparable as a place-based education foundation with significant grantmaking, though more focused on system reform than employee well-being.
- Education Foundation of Florida: State-focused education foundation supporting Florida public schools and educators through grants, programs, and partnerships. Comparable as a state-level education grantmaking entity, though focused on classroom resources rather than educator well-being specifically.
Broad incumbents
- Wellness Council of America (WELCOA): National wellness resource and benchmarking organization for employee well-being programs across industries. Comparable as a standards-setting and resource-providing entity in workplace wellness, though broader in scope than the Trust's education-only focus.
- Collaborative for Academic, Social, and Emotional Learning (CASEL): The leading organization advancing social-emotional learning (SEL) in education. Comparable as a framework/standards organization supporting educator practice in well-being dimensions the Trust also addresses, though at national research/policy scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
O E A Choice Welfare Benefit Trust financial estimates
Financial estimateRevenue estimate
Valuation estimate
O E A Choice Welfare Benefit Trust leadership team
Management profileNumber of profiles
Profiles16 records
O E A Choice Welfare Benefit Trust funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
O E A Choice Welfare Benefit Trust M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about O E A Choice Welfare Benefit Trust
What does O E A Choice Welfare Benefit Trust do?
Oregon Well-Being Trust administers grant funding, contracted well-being services, and community event support for public education employees across Oregon. The Trust serves K-12 school districts, Education Service Districts, and community colleges through tiered grant programs (Launch, Flourish, Sustain), vetted well-being service providers, and annual regional summits focused on educator mental, emotional, social, physical, and purpose-related wellness.
Is O E A Choice Welfare Benefit Trust a public or private company?
O E A Choice Welfare Benefit Trust is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was O E A Choice Welfare Benefit Trust founded?
O E A Choice Welfare Benefit Trust was founded in 1980.
Where is O E A Choice Welfare Benefit Trust based?
O E A Choice Welfare Benefit Trust is headquartered in Tigard, United States, in the North America region.
How does O E A Choice Welfare Benefit Trust make money?
One revenue line is on record: benefit Trust Operations.
Who are O E A Choice Welfare Benefit Trust's main competitors?
The NEA Foundation is listed as a direct peer. Others are Wellable and Oregon Education Association (OEA). Emerging players are Calm for Education, The Teaching Well and Care for Teachers. Regional players are The Mind Trust and Education Foundation of Florida. Broad incumbents are Wellness Council of America (WELCOA) and Collaborative for Academic, Social, and Emotional Learning (CASEL).
Does O E A Choice Welfare Benefit Trust have an API?
No public API is recorded for O E A Choice Welfare Benefit Trust.
What industry is O E A Choice Welfare Benefit Trust in?
O E A Choice Welfare Benefit Trust's product category is Employee Well-Being Benefits and Grants. Its primary akta.pro industry code is FSAAANAI, Philanthropic & Charitable Trust Services, with a secondary code of EDADAHAC, Scholarship & Fellowship Foundations and Trusts. Its NAICS code is 81321 and its SIC code is 8600.