Plan5500

Legitscript — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Legitscript (EIN 56-2656515) is a plan sponsor located in Portland, OR with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-2656515
Location
Portland, OR
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Legitscript

  • 5 loaded plans hold $10.5M in reported assets.
  • The largest, Legitscript 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 864 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.5MSummed across loaded plans$10,453,932
Total reported assets$10.5M$10,453,932
Total reported participants864
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$10.5MLiabilities$0
Contributions & income
Employer contributions$724.9K
Participant contributions$1.7M
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$613.3K
Total expenses$637.2K
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Legitscript 401(K) Profit Sharing Plan
Participants per plan173Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Legitscript 401(K) Profit Sharing Plan$10.5M
    Plan #001 · 257 participants · 2023
  2. 2
    Legitscript Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 185 participants · 2023
  3. 3
    Legitscript Dental Plannot reported in the loaded dataset
    Plan #503 · 149 participants · 2023
  4. 4
    Legitscript Vision Plannot reported in the loaded dataset
    Plan #504 · 138 participants · 2023
  5. 5
    Legitscript Medical Plannot reported in the loaded dataset
    Plan #502 · 135 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Legitscript. Open one for its full reported snapshot.

  1. 2023
    Legitscript Vision Plan138 participants · 2No schedules
    View filing →
  2. 2023
    Legitscript Health And Welfare Plan185 participants · 2No schedules
    View filing →
  3. 2023
    Legitscript Medical Plan135 participants · 2No schedules
    View filing →
  4. 2023
    Legitscript Dental Plan149 participants · 2No schedules
    View filing →
  5. 2023
    Legitscript 401(K) Profit Sharing Plan257 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Legitscript report on Form 5500?
Legitscript (EIN 56-2656515) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Legitscript?
The Employer Identification Number (EIN) reported for Legitscript is 56-2656515.
What is the latest Form 5500 filing year for Legitscript?
The latest loaded Form 5500 filing year for Legitscript is 2023.

Related Form 5500 pages