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Original filing (PDF)20251015150201NAL0005228593008
LEGACY HEALTH
Form 5500
FILING_RECEIVED
LEGACY HEALTH SYSTEM WELFARE BENEFITS PLAN UNFUNDED
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed13 service providers
Active participants
12,872
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY HEALTH.
Plan sponsor
Name
LEGACY HEALTH
EIN
23-7426300
Address
1919 NW LOVEJOY STREET · PORTLAND, OR · 97209
Phone
(503) 415-5600
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4I · Severance Pay
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC SOURCE | 93-0245545 | SPRINGFIELD, OR | NONE | $4.4M | — |
| BROADSPIRE SERVICES INC | 36-3917295 | PEACHTREE CORNERS, GA | NONE | $1.6M | — |
| CASCADE CENTERS | 93-0774210 | TIGARD, OR | NONE | $744K | — |
| MODA | 93-0989307 | PORTLAND, OR | NONE | $732K | — |
| BRIGHT HORIZONS FAMILY SOLN | 80-0188248 | ATLANTA, GA | NONE | $435K | — |
| MAJORIS HEALTH SYSTEM | 93-1054526 | LAKE OSWEGO, OR | NONE | $239K | — |
| BSWIFT LLC | 36-4391310 | MINNEAPOLIS, MN | NONE | $204K | — |
| INSPHIRE | 47-5361985 | NEW YORK, NY | NONE | $181K | — |
| GEN DIGITAL INC | 77-0181864 | TEMPE, AZ | NONE | $175K | — |
| FIRST AMERICAN ADMINISTRATORS, INC. | 86-0773195 | CHICAGO, IL | NONE | $66K | — |
| COL-TAB | 93-0853783 | PORTLAND, OR | NONE | $41K | — |
| DAVIS WRIGHT | 91-0839480 | PORTLAND, OR | NONE | $22K | — |
| PINNACLE ACTUARIAL RESOURCES | 11-3669570 | BLOOMINGTON, IL | NONE | $16K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.