2023 Form 5500 filing — Legacy Community Health Services, Inc. 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014150423NAL0013499859001) for Legacy Community Health Services, Inc. 403(B) Plan, reported by Legacy Community Health Services, Inc. under EIN 76-0009637 and plan number 001. It reports 1,884 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$62.9MReported net assets$62,905,741
Participants1.9K1,884
Provider compensation$154.4K3 Schedule C row(s)$154,375
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014150423NAL0013499859001
- Plan sponsor
- Legacy Community Health Services, Inc.
- EIN
- 76-0009637
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$62.9M total assets
Net assets$62.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $62,905,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,905,741
- Employer contributions
- $2,853,847
- Participant contributions
- $7,804,453
- Total income / additions
- $21,213,203
- Benefits paid
- $5,735,790
- Administrative expenses
- $154,375
- Total expenses
- $5,911,959
- Net increase / (decrease)
- $15,301,244
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $103,347 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,893 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,135 | not reported in the loaded dataset |