Legacy Community Health Services, Inc. 403(B) Plan — Form 5500 plan (Legacy Community Health Services, Inc.)
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 Community Health Services, Inc. 403(B) Plan is a benefit plan reported by Legacy Community Health Services, Inc. under EIN 76-0009637 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,884 participants and $62,905,741 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$62.9MPlan net assets, end of year$62,905,741
Participants1.9KCovered participants reported1,884
Assets / participant$33.4KComputed: assets ÷ participants$33,389 (computed)
Provider compensation$154.4K3 Schedule C provider row(s)$154,375
- Plan sponsor
- Legacy Community Health Services, Inc.
- EIN
- 76-0009637
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,884 | H, C | 20241014150423NAL0013499859001 |
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)$62.9M total assets
Net assets$62.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $62,905,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,905,741
- Net assets (BOY)
- $47,604,497
Income & contributions
- Employer contributions
- $2,853,847
- Participant contributions
- $7,804,453
- Total contributions
- $11,516,520
- Total income / additions
- $21,213,203
Expenses & distributions
- Benefits paid
- $5,735,790
- Administrative expenses
- $154,375
- Total expenses
- $5,911,959
- Net increase / (decrease)
- $15,301,244
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.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $103,347 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,893 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,135 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legacy Community Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation