Legacy Health Defined Contribution Retirement Plan — Form 5500 plan (Legacy Health)
Plain-English plan 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, Legacy Health Defined Contribution Retirement Plan is a benefit plan reported by Legacy Health under EIN 23-7426300 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,482 participants and $696,604,461 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$696.6MPlan net assets, end of year$696,604,461
Participants14.5KCovered participants reported14,482
Assets / participant$48.1KComputed: assets ÷ participants$48,101 (computed)
Provider compensation$189.8K1 Schedule C provider row(s)$189,790
- Plan sponsor
- Legacy Health
- EIN
- 23-7426300
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,482 | H, C | 20241015162900NAL0030342449001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$696.6M total assets
Net assets$696.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $696,604,461
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $696,604,461
- Net assets (BOY)
- $556,921,709
Income & contributions
- Employer contributions
- $77,137,808
- Total contributions
- $77,137,808
- Total income / additions
- $169,948,149
Expenses & distributions
- Benefits paid
- $30,075,607
- Administrative expenses
- $189,790
- Total expenses
- $30,265,397
- Net increase / (decrease)
- $139,682,752
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER ADVISO | $189,790 | $0 | 2023 |