Plan Snapshot
- Plan Sponsor: Legacy Health
- Sponsor EIN: 237426300
- Sponsor Address: 1919 NW LOVEJOY STREET, PORTLAND, OR, 97209
- Plan Type: 401(k)
- Plan Number: 504
- Total Participants: 12,872
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,872 | $0 | $0 | $0 |
| 2023 | 12,977 | $0 | $0 | $0 |
| 2022 | 12,903 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PACIFIC SOURCE | Other Service Provider | $4,375,036 | — | $4,375,036 |
| BROADSPIRE SERVICES INC | Other Service Provider | $1,598,539 | — | $1,598,539 |
| CASCADE CENTERS | Other Service Provider | $744,212 | — | $744,212 |
| MODA | Other Service Provider | $732,331 | — | $732,331 |
| BRIGHT HORIZONS FAMILY SOLN | Other Service Provider | $435,148 | — | $435,148 |
| MAJORIS HEALTH SYSTEM | Other Service Provider | $239,397 | — | $239,397 |
| BSWIFT LLC | Other Service Provider | $204,124 | — | $204,124 |
| INSPHIRE | Other Service Provider | $181,440 | — | $181,440 |
| GEN DIGITAL INC | Other Service Provider | $175,240 | — | $175,240 |
| FIRST AMERICAN ADMINISTRATORS, INC. | Other Service Provider | $65,959 | — | $65,959 |
| COL-TAB | Other Service Provider | $40,611 | — | $40,611 |
| DAVIS WRIGHT | ERISA Attorney | $22,250 | — | $22,250 |
| PINNACLE ACTUARIAL RESOURCES | Other Service Provider | $16,250 | — | $16,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIS WRIGHT — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,830,537
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |