Plan5500

Legacy Health Employees 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 Employees Retirement Plan is a benefit plan reported by Legacy Health under EIN 23-7426300 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,969 participants and $871,144,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legacy Health
EIN
23-7426300
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
11,969
End-of-year plan assets
$871,144,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,969H, C20241015170203NAL0030427361017

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$871,144,326
Total liabilities (EOY)
$103,564,671
Net assets (EOY)
$767,579,655
Net assets (BOY)
$719,421,060

Income & contributions

Total income / additions
$105,706,412

Expenses & distributions

Benefits paid
$53,743,405
Administrative expenses
$3,804,412
Total expenses
$57,547,817
Net increase / (decrease)
$48,158,595

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cape Ann Global Developing MarketsNONE$251,024not reported in the loaded dataset2023
Trumbull Property Fund LpNONE$100,146not reported in the loaded dataset2023
Northgate Iv LpNONE$30,033not reported in the loaded dataset2023

Related Form 5500 pages