Plan Snapshot
- Plan Sponsor: Legacy Health
- Sponsor EIN: 237426300
- Sponsor Address: 1919 NW LOVEJOY STREET, PORTLAND, OR, 972091566
- Plan Type: DB
- Total Participants: 4,249
- Total Assets: $810.3M
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 | 4,249 | $810.3M | $0 | $0 |
| 2023 | 4,750 | $871.1M | $0 | $0 |
| 2022 | 5,149 | $769.0M | $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 |
|---|---|---|---|---|
| CAPE ANN GLOBAL DEVELOPING MARKETS | Other Service Provider | $218,407 | — | $218,407 |
| TRUMBULL PROPERTY FUND LP | Other Service Provider | $93,669 | — | $93,669 |
| NORTHGATE IV LP | Other Service Provider | $20,900 | — | $20,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $332,976
- Estimated Expense Ratio: 0.041% of plan assets
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 | $3,242,100 | $2,072,520 | — | — | — |
| 2023 | $3,804,412 | $1,963,580 | — | — | — |
| 2022 | $3,497,854 | $2,385,886 | — | — | — |