2023 Form 5500 filing — Legacy Health 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 20241015162735NAL0030339297001) for Legacy Health 403(B) Plan, reported by Legacy Health under EIN 23-7426300 and plan number 003. It reports 19,196 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)$1.7BReported net assets$1,723,877,574
Participants19.2K19,196
Provider compensation$283.6K1 Schedule C row(s)$283,631
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015162735NAL0030339297001
- Plan sponsor
- Legacy Health
- EIN
- 23-7426300
- Plan number
- 003
- Location
- Portland, OR
- 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)$1.7B total assets
Net assets$1.7BLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,723,877,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,723,877,574
- Employer contributions
- $2,568
- Participant contributions
- $126,076,201
- Total income / additions
- $396,527,372
- Benefits paid
- $95,140,040
- Administrative expenses
- $283,631
- Total expenses
- $96,306,796
- Net increase / (decrease)
- $300,220,576
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $283,631 | $0 |