Legacy Health Services 401(K) Retirement Savings Plan — Form 5500 plan (Legacy Health Services)

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 Services 401(K) Retirement Savings Plan is a benefit plan reported by Legacy Health Services under EIN 34-1663174 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,219 participants and $28,365,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legacy Health Services
EIN
34-1663174
Plan number
001
Plan type
2
Location
Parma, OH
Latest filing year
2023
Participants
1,219
End-of-year plan assets
$28,365,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,219H, C20241015132228NAL0048104384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,365,712
Total liabilities (EOY)
$0
Net assets (EOY)
$28,365,712
Net assets (BOY)
$25,816,378

Income & contributions

Employer contributions
$193,353
Participant contributions
$1,694,502
Total contributions
$2,625,287
Total income / additions
$7,104,414

Expenses & distributions

Benefits paid
$4,465,613
Administrative expenses
$46,382
Total expenses
$4,555,080
Net increase / (decrease)
$2,549,334

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$25,092$02023
Global Retirement Partners LLCADVISOR$21,290not reported in the loaded dataset2023

Related Form 5500 pages