How big is Legacy Health's plan?

Legacy Health's plan reported $2.0B in assets and 14,472 participants for 2024.

Original filing (PDF)20251014154351NAL0001604483001

Legacy Health

Name: Legacy Health — Legacy Health 403(b) Plan, Form 5500 (2024)
Creator: Legacy Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Legacy Health 403(b) Plan

403(b) retirement plan · Legacy Health's Legacy Health 403(b) Plan held $2.0B in plan assets for 14,472 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

14,472

Accounts w/ balance

19,337

Plan assets (EOY)

$2.0B

Net assets (EOY)

$2.0B

People on this filing

LISA Goren signed Legacy Health's 2024 Form 5500 as plan administrator.

LISA Goren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Legacy Health's EIN is 23-7426300.

EIN 23-7426300

Plan number 003

Plan year 2024

ACK ID 20251014154351NAL0001604483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Health from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY HEALTH.

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How this plan invests

This plan

56 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

LEGACY HEALTH

EIN

all filings

Address

1919 NW LOVEJOY STREET · PORTLAND, OR · 972091566

Phone

(503) 415-5600

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$287K	—

Investments

56 direct securities· $2.0B(100% of reported assets)

Mutual Funds

$1.8B

22 holdings

Common Stocks

$88.2M

3 holdings

Stable Value

$86.4M

2 holdings

Other securities

$18.6M

1 holding

Self-Directed Brokerage

$18.0M

1 holding

Pooled Separate Accounts

$1.5M

27 holdings

					% of plan
VANGUARD TARGET RETIREMENT 2045 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$189.6M	9.6%
VANGUARD TARGET RETIREMENT 2040 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$184.3M	9.3%
VANGUARD TARGET RETIREMENT 2035 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$180.2M	9.1%
VANGUARD INSTITUTIONAL INDEX INSTITUTIONAL PLUS SHARES Registered investment company	Mutual Funds	—	—	$178.6M	9.0%
VANGUARD TARGET RETIREMENT 2050 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$172.0M	8.7%
VANGUARD TARGET RETIREMENT 2030 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$153.4M	7.8%
VANGUARD TARGET RETIREMENT 2025 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$118.5M	6.0%
VANGUARD TARGET RETIREMENT 2055 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$98.0M	5.0%
LINCOLN STABLE VALUE ACCOUNT -Z95 Guaranteed investment contract 	Stable Value	—	—	$85.0M	4.3%
VANGUARD TARGET RETIREMENT 2020 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$82.1M	4.2%
JPMORGAN LARGE CAP GROWTH CLASS R6 Registered investment company	Common Stocks	—	—	$76.1M	3.9%
FIDELITY TOTAL BOND K6 Registered investment company	Mutual Funds	—	—	$66.3M	3.4%
MFS MID CAP GROWTH CLASS R6 Registered investment company	Mutual Funds	—	—	$53.3M	2.7%
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS CLASS R6 Registered investment company	Mutual Funds	—	—	$51.2M	2.6%
VANGUARD TARGET RETIREMENT INCOME INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$41.5M	2.1%
VANGUARD TARGET RETIREMENT 2060 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$38.7M	2.0%
VANGUARD EXTENDED MARKET INDEX INSTITUTIONAL SHARES Registered investment company	Mutual Funds	—	—	$35.1M	1.8%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX INSTITUTIONAL SHARES Registered investment company	Mutual Funds	—	—	$34.5M	1.7%
AMERICAN FUNDS NEW PERSPECTIVE CLASS R6 Registered investment company	Mutual Funds	—	—	$25.6M	1.3%
AMERICAN FUNDS EUROPACIFIC GROWTH CLASS R6 Registered investment company	Mutual Funds	—	—	$23.7M	1.2%
MFS MID CAP VALUE CLASS R6 Registered investment company	Mutual Funds	—	—	$20.2M	1.0%
Notes Receivable from Participants maturing through January 2037 0	Other securities	—	—	$18.6M	0.9%
SCHWAB SELF-DIRECTED BROKERAGE ACCOUNT Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$18.0M	0.9%
VANGUARD TARGET RETIREMENT 2065 INVESTOR SHARES Registered investment company	Mutual Funds	—	—	$13.7M	0.7%
VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY R6 Registered investment company	Common Stocks	—	—	$11.8M	0.6%
FIXED ACCOUNT Guaranteed investment contract 	Stable Value	—	—	$1.4M	<0.1%
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES Registered investment company	Mutual Funds	—	—	$658K	<0.1%
VANGUARD TARGET RETIREMENT 2070 Registered investment company	Mutual Funds	—	—	$275K	<0.1%
MASSMUTUAL SMALL CAP GROWTH EQUITY CLASS I Registered investment company	Common Stocks	—	—	$260K	<0.1%
AMERICAN FUNDS GROWTH Pooled Separate Account	Pooled Separate Accounts	—	—	$218K	<0.1%
LVIP SSGA S&P 500 INDEX Pooled Separate Account	Pooled Separate Accounts	—	—	$173K	<0.1%
LVIP VANGUARD DOMESTIC EQUITY ETF Pooled Separate Account	Pooled Separate Accounts	—	—	$142K	<0.1%
LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY Pooled Separate Account	Pooled Separate Accounts	—	—	$130K	<0.1%
LVIP MACQUARIE BOND Pooled Separate Account	Pooled Separate Accounts	—	—	$111K	<0.1%
LVIP T. ROWE PRICE STRUCTURED MID-CAP Pooled Separate Account	Pooled Separate Accounts	—	—	$69K	<0.1%
LVIP DIMENSIONAL U.S. CORE EQUITY 1 Pooled Separate Account	Pooled Separate Accounts	—	—	$65K	<0.1%
LVIP MACQUARIE MID CAP VALUE FUND Pooled Separate Account	Pooled Separate Accounts	—	—	$59K	<0.1%
LVIP MACQUARIE VALUE SERIES Pooled Separate Account	Pooled Separate Accounts	—	—	$52K	<0.1%
LVIP MACQUARIE SOCIAL AWARENESS Pooled Separate Account	Pooled Separate Accounts	—	—	$50K	<0.1%
LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY Pooled Separate Account	Pooled Separate Accounts	—	—	$50K	<0.1%
LVIP MACQUARIE SMID CAP CORE SERIES Pooled Separate Account	Pooled Separate Accounts	—	—	$50K	<0.1%
LVIP GLOBAL GROWTH ALLOCATION MANGD RISK Pooled Separate Account	Pooled Separate Accounts	—	—	$47K	<0.1%
AMERICAN FUNDS INTERNATIONAL Pooled Separate Account	Pooled Separate Accounts	—	—	$38K	<0.1%
MACQUARIE SMALL CAP VALUE Pooled Separate Account	Pooled Separate Accounts	—	—	$34K	<0.1%
AB VPS SUSTAIN GLOBAL THEMATIC PORT Pooled Separate Account	Pooled Separate Accounts	—	—	$33K	<0.1%
LVIP BARON GROWTH OPPORTUNITIES Pooled Separate Account	Pooled Separate Accounts	—	—	$30K	<0.1%
FIDELITY VIP FREEDOM TARGET DATE 2035 Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	<0.1%
MFS UTILITIES Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	<0.1%
LVIP MACQUARIE DIVERSIFIED INCOME Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	<0.1%
LVIP MACQUARIE WEALTH BUILDER Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	<0.1%