Legacy Health 403(B) 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 403(B) Plan is a benefit plan reported by Legacy Health under EIN 23-7426300 and plan number 003. The latest loaded filing year is 2023. The filing reports 19,196 participants and $1,723,877,574 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.7BPlan net assets, end of year$1,723,877,574
Participants19.2KCovered participants reported19,196
Assets / participant$89.8KComputed: assets ÷ participants$89,804 (computed)
Provider compensation$283.6K1 Schedule C provider row(s)$283,631
- Plan sponsor
- Legacy Health
- EIN
- 23-7426300
- Plan number
- 003
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,196 | H, C | 20241015162735NAL0030339297001 |
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)$1.7B total assets
Net assets$1.7BLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,723,877,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,723,877,574
- Net assets (BOY)
- $1,423,656,998
Income & contributions
- Employer contributions
- $2,568
- Participant contributions
- $126,076,201
- Total contributions
- $148,630,290
- Total income / additions
- $396,527,372
Expenses & distributions
- Benefits paid
- $95,140,040
- Administrative expenses
- $283,631
- Total expenses
- $96,306,796
- Net increase / (decrease)
- $300,220,576
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.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $283,631 | $0 | 2023 |