Form 5500 Search

Legacy Healthcare Financial Services, LLC

EIN 36-3151856SKOKIE, IL

Legacy Healthcare Financial Services, LLC (EIN 36-3151856) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $104.8M in plan assets and 6,840 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
6,840
Total assets
$104.8M
A Legacy Healthcare Financial Services, LLC employee? See the Legacy Healthcare Financial Services, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 36-3151856

Form 5500 search →
PlanPlan #ParticipantsAssets
Legacy Healthcare 401(k) Retirement Plan0016,840$104.8M

Service providers reported by Legacy Healthcare Financial Services, LLC

ONE DIGITAL INVESTMENTSJAMES MOYNAGREAT WEST LIFE & ANNUITY INSURANCESMITH & HOWARD PCMARQUIS PENSION

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

36-3151856 is the Employer Identification Number (EIN) Legacy Healthcare Financial Services, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?