2023 Form 5500 filing — Legacy Health Employees Retirement 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 20241015170203NAL0030427361017) for Legacy Health Employees Retirement Plan, reported by Legacy Health under EIN 23-7426300 and plan number 001. It reports 11,969 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170203NAL0030427361017
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Health
- EIN
- 23-7426300
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 11,969
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $871,144,326
- Total liabilities (EOY)
- $103,564,671
- Net assets (EOY)
- $767,579,655
- Total income / additions
- $105,706,412
- Benefits paid
- $53,743,405
- Administrative expenses
- $3,804,412
- Total expenses
- $57,547,817
- Net increase / (decrease)
- $48,158,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cape Ann Global Developing Markets | NONE | $251,024 | not reported in the loaded dataset |
| Trumbull Property Fund Lp | NONE | $100,146 | not reported in the loaded dataset |
| Northgate Iv Lp | NONE | $30,033 | not reported in the loaded dataset |