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LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameLEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LEGACY HEALTH has sponsored the creation of one or more 401k plans.

Company Name:LEGACY HEALTH
Employer identification number (EIN):237426300
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about LEGACY HEALTH

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1970-11-04
Company Identification Number: 9118415
Legal Registered Office Address: 1919 NW LOVEJOY ST

PORTLAND
United States of America (USA)
97209

More information about LEGACY HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SONJA STEVES
0022016-01-01SONJA STEVES
0022015-01-01SONJA STEVES
0022014-01-01SONJA STEVES
0022013-01-01SONJA STEVES
0022012-01-01SONJA STEVES SONJA STEVES2013-10-15
0022011-01-01SONJA STEVES SONJA STEVES2012-10-03
0022009-01-01 PAMELA S. VUKOVICH2010-10-13
0022009-01-01SONJA STEVES
0022009-01-01SONJA STEVES
0022009-01-01SONJA STEVES
0022009-01-012010-10-14

Plan Statistics for LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113,806
Total number of active participants reported on line 7a of the Form 55002022-01-0111,172
Number of retired or separated participants receiving benefits2022-01-01131
Number of other retired or separated participants entitled to future benefits2022-01-012,967
Total of all active and inactive participants2022-01-0114,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0171
Total participants2022-01-0114,341
Number of participants with account balances2022-01-0113,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01628
2021: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,803
Total number of active participants reported on line 7a of the Form 55002021-01-0110,777
Number of retired or separated participants receiving benefits2021-01-01100
Number of other retired or separated participants entitled to future benefits2021-01-012,796
Total of all active and inactive participants2021-01-0113,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0161
Total participants2021-01-0113,734
Number of participants with account balances2021-01-0113,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01773
2020: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113,449
Total number of active participants reported on line 7a of the Form 55002020-01-0111,620
Number of retired or separated participants receiving benefits2020-01-0173
Number of other retired or separated participants entitled to future benefits2020-01-011,959
Total of all active and inactive participants2020-01-0113,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0149
Total participants2020-01-0113,701
Number of participants with account balances2020-01-0112,817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01503
2019: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,162
Total number of active participants reported on line 7a of the Form 55002019-01-0111,578
Number of retired or separated participants receiving benefits2019-01-0190
Number of other retired or separated participants entitled to future benefits2019-01-011,651
Total of all active and inactive participants2019-01-0113,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0153
Total participants2019-01-0113,372
Number of participants with account balances2019-01-0112,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01590
2018: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111,569
Total number of active participants reported on line 7a of the Form 55002018-01-0111,617
Number of retired or separated participants receiving benefits2018-01-0180
Number of other retired or separated participants entitled to future benefits2018-01-011,424
Total of all active and inactive participants2018-01-0113,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0141
Total participants2018-01-0113,162
Number of participants with account balances2018-01-0111,966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01590
2017: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111,443
Total number of active participants reported on line 7a of the Form 55002017-01-0110,027
Number of retired or separated participants receiving benefits2017-01-0175
Number of other retired or separated participants entitled to future benefits2017-01-011,238
Total of all active and inactive participants2017-01-0111,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0134
Total participants2017-01-0111,374
Number of participants with account balances2017-01-0110,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01437
2016: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,701
Total number of active participants reported on line 7a of the Form 55002016-01-019,797
Number of retired or separated participants receiving benefits2016-01-0161
Number of other retired or separated participants entitled to future benefits2016-01-011,424
Total of all active and inactive participants2016-01-0111,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-0111,303
Number of participants with account balances2016-01-019,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01318
2015: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110,441
Total number of active participants reported on line 7a of the Form 55002015-01-019,400
Number of retired or separated participants receiving benefits2015-01-0155
Number of other retired or separated participants entitled to future benefits2015-01-011,103
Total of all active and inactive participants2015-01-0110,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-0110,572
Number of participants with account balances2015-01-018,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01309
2014: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111,604
Total number of active participants reported on line 7a of the Form 55002014-01-018,771
Number of retired or separated participants receiving benefits2014-01-0152
Number of other retired or separated participants entitled to future benefits2014-01-011,608
Total of all active and inactive participants2014-01-0110,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-0110,441
Number of participants with account balances2014-01-018,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01206
2013: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,619
Total number of active participants reported on line 7a of the Form 55002013-01-0110,405
Number of retired or separated participants receiving benefits2013-01-0148
Number of other retired or separated participants entitled to future benefits2013-01-011,078
Total of all active and inactive participants2013-01-0111,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-0111,537
Number of participants with account balances2013-01-018,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0198
2012: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112,194
Total number of active participants reported on line 7a of the Form 55002012-01-0110,749
Number of retired or separated participants receiving benefits2012-01-0143
Number of other retired or separated participants entitled to future benefits2012-01-01822
Total of all active and inactive participants2012-01-0111,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-0111,619
Number of participants with account balances2012-01-017,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01158
2011: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111,476
Total number of active participants reported on line 7a of the Form 55002011-01-0111,254
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-01929
Total of all active and inactive participants2011-01-0112,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0112,194
Number of participants with account balances2011-01-017,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01140
2009: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110,434
Total number of active participants reported on line 7a of the Form 55002009-01-017,867
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01792
Total of all active and inactive participants2009-01-018,659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-018,661
Number of participants with account balances2009-01-016,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0185

Financial Data on LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-22,667,233
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$26,664,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,485,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$73,016,356
Value of total assets at end of year2022-12-31$556,921,709
Value of total assets at beginning of year2022-12-31$606,253,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$178,701
Total interest from all sources2022-12-31$467,201
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,842,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$18,842,012
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,024,340
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,221,141
Other income not declared elsewhere2022-12-31$-1,053,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-49,331,422
Value of net assets at end of year (total assets less liabilities)2022-12-31$556,921,709
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$606,253,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$452,635,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$510,239,334
Interest earned on other investments2022-12-31$467,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$27,134,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,217,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-113,939,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$73,016,356
Employer contributions (assets) at end of year2022-12-31$74,127,527
Employer contributions (assets) at beginning of year2022-12-31$68,575,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,485,488
Contract administrator fees2022-12-31$178,701
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$130,344,759
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$25,153,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,948,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$67,534,593
Value of total assets at end of year2021-12-31$606,253,131
Value of total assets at beginning of year2021-12-31$501,061,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$204,061
Total interest from all sources2021-12-31$520,244
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,700,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$18,700,533
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,221,141
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,741,289
Other income not declared elsewhere2021-12-31$-15,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$105,191,701
Value of net assets at end of year (total assets less liabilities)2021-12-31$606,253,131
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$501,061,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$510,239,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$410,040,412
Interest earned on other investments2021-12-31$520,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,217,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,318,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$43,605,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$67,534,593
Employer contributions (assets) at end of year2021-12-31$68,575,619
Employer contributions (assets) at beginning of year2021-12-31$64,961,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,948,997
Contract administrator fees2021-12-31$204,061
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$140,629,609
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,302,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,103,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$64,132,966
Value of total assets at end of year2020-12-31$501,061,430
Value of total assets at beginning of year2020-12-31$378,733,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$198,400
Total interest from all sources2020-12-31$481,067
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,387,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,387,882
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,741,289
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,465,951
Other income not declared elsewhere2020-12-31$425,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$122,327,567
Value of net assets at end of year (total assets less liabilities)2020-12-31$501,061,430
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$378,733,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$410,040,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$295,524,273
Interest earned on other investments2020-12-31$481,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,318,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,628,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$65,202,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$64,132,966
Employer contributions (assets) at end of year2020-12-31$64,961,473
Employer contributions (assets) at beginning of year2020-12-31$63,115,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,103,642
Contract administrator fees2020-12-31$198,400
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$114,669,977
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,968,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,747,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$62,355,842
Value of total assets at end of year2019-12-31$378,733,863
Value of total assets at beginning of year2019-12-31$282,032,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$220,561
Total interest from all sources2019-12-31$453,878
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,457,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,457,610
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,465,951
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$921,381
Other income not declared elsewhere2019-12-31$242,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$96,701,577
Value of net assets at end of year (total assets less liabilities)2019-12-31$378,733,863
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$282,032,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$295,524,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$205,372,132
Interest earned on other investments2019-12-31$453,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,628,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,459,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$43,160,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$62,355,842
Employer contributions (assets) at end of year2019-12-31$63,115,358
Employer contributions (assets) at beginning of year2019-12-31$59,279,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,747,839
Contract administrator fees2019-12-31$220,561
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$46,197,755
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,591,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,386,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$58,913,308
Value of total assets at end of year2018-12-31$282,032,286
Value of total assets at beginning of year2018-12-31$250,425,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$204,582
Total interest from all sources2018-12-31$369,987
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,267,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,267,381
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$921,381
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$767,812
Other income not declared elsewhere2018-12-31$-50,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$31,606,699
Value of net assets at end of year (total assets less liabilities)2018-12-31$282,032,286
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$250,425,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$205,372,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$180,699,892
Interest earned on other investments2018-12-31$369,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$16,459,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,795,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,302,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$58,913,308
Employer contributions (assets) at end of year2018-12-31$59,279,752
Employer contributions (assets) at beginning of year2018-12-31$56,162,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,386,474
Contract administrator fees2018-12-31$204,582
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$86,618,238
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,558,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,347,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$58,080,609
Value of total assets at end of year2017-12-31$250,425,587
Value of total assets at beginning of year2017-12-31$176,365,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$210,860
Total interest from all sources2017-12-31$310,334
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,784,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,784,796
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$767,812
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$12,979,887
Other income not declared elsewhere2017-12-31$84,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$74,059,995
Value of net assets at end of year (total assets less liabilities)2017-12-31$250,425,587
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$176,365,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$180,699,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$146,013,334
Interest earned on other investments2017-12-31$310,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,795,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,358,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$58,080,609
Employer contributions (assets) at end of year2017-12-31$56,162,744
Employer contributions (assets) at beginning of year2017-12-31$17,372,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,347,383
Contract administrator fees2017-12-31$190,040
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,967,973
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,872,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,861,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,435,969
Value of total assets at end of year2016-12-31$176,365,592
Value of total assets at beginning of year2016-12-31$160,270,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,878
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,113,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,113,667
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,979,887
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,508,756
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$546,685
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$566
Other income not declared elsewhere2016-12-31$317,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$16,095,315
Value of net assets at end of year (total assets less liabilities)2016-12-31$176,365,592
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$160,270,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$146,013,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$127,385,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,100,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$16,889,284
Employer contributions (assets) at end of year2016-12-31$17,372,371
Employer contributions (assets) at beginning of year2016-12-31$16,375,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,861,780
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$17,690,630
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,175,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,175,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,939,958
Value of total assets at end of year2015-12-31$160,270,277
Value of total assets at beginning of year2015-12-31$151,755,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$254,330
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,311,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,311,202
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,249
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,508,756
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$498,868
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$980,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$51,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$8,514,956
Value of net assets at end of year (total assets less liabilities)2015-12-31$160,270,277
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$151,755,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$127,385,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$121,508,307
Interest earned on other investments2015-12-31$254,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,346,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,866,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$15,958,359
Employer contributions (assets) at end of year2015-12-31$16,375,591
Employer contributions (assets) at beginning of year2015-12-31$14,401,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,175,674
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$23,269,583
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,733,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,733,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,611,170
Value of total assets at end of year2014-12-31$151,755,321
Value of total assets at beginning of year2014-12-31$136,218,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$959,666
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,218,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,218,375
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$498,868
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$440,021
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$238,129
Other income not declared elsewhere2014-12-31$52,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$15,536,518
Value of net assets at end of year (total assets less liabilities)2014-12-31$151,755,321
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$136,218,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$121,508,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$109,400,939
Interest earned on other investments2014-12-31$959,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,346,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,358,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,427,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,373,041
Employer contributions (assets) at end of year2014-12-31$14,401,173
Employer contributions (assets) at beginning of year2014-12-31$13,018,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,733,065
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$31,367,201
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,879,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,868,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,157,504
Value of total assets at end of year2013-12-31$136,218,803
Value of total assets at beginning of year2013-12-31$110,731,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,455
Total interest from all sources2013-12-31$386,674
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,842,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,842,966
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$440,021
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$297,274
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$239,278
Other income not declared elsewhere2013-12-31$38,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$25,487,722
Value of net assets at end of year (total assets less liabilities)2013-12-31$136,218,803
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$110,731,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$109,400,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$86,220,882
Interest earned on other investments2013-12-31$386,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,358,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$12,097,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,941,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,918,226
Employer contributions (assets) at end of year2013-12-31$13,018,998
Employer contributions (assets) at beginning of year2013-12-31$12,105,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,868,024
Contract administrator fees2013-12-31$11,455
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$51,474
Total income from all sources (including contributions)2012-12-31$22,766,305
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,040,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,040,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,130,341
Value of total assets at end of year2012-12-31$110,731,081
Value of total assets at beginning of year2012-12-31$93,056,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$55
Total interest from all sources2012-12-31$456,079
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,751,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,751,176
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$297,274
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$274,637
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$123,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$48,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$51,474
Other income not declared elsewhere2012-12-31$152,439
Total non interest bearing cash at beginning of year2012-12-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$17,725,893
Value of net assets at end of year (total assets less liabilities)2012-12-31$110,731,081
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$93,005,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$86,220,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$66,912,175
Interest earned on other investments2012-12-31$456,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$154,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$154,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$12,097,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,061,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,276,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,006,600
Employer contributions (assets) at end of year2012-12-31$12,105,355
Employer contributions (assets) at beginning of year2012-12-31$11,602,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,040,357
Contract administrator fees2012-12-31$55
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$501,307
Total unrealized appreciation/depreciation of assets2011-12-31$501,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$51,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$142,856
Total income from all sources (including contributions)2011-12-31$11,135,901
Total loss/gain on sale of assets2011-12-31$49,403
Total of all expenses incurred2011-12-31$4,301,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,234,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,808,596
Value of total assets at end of year2011-12-31$93,056,662
Value of total assets at beginning of year2011-12-31$86,313,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$66,830
Total interest from all sources2011-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,622,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,622,658
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$274,637
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$269,769
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$239,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$48,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$134,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$51,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$142,856
Other income not declared elsewhere2011-12-31$-14,886
Total non interest bearing cash at end of year2011-12-31$2,500
Total non interest bearing cash at beginning of year2011-12-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$6,834,384
Value of net assets at end of year (total assets less liabilities)2011-12-31$93,005,188
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$86,170,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$66,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$66,912,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$62,005,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$154,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$39,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$39,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,061,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,856,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,831,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,568,921
Employer contributions (assets) at end of year2011-12-31$11,602,740
Employer contributions (assets) at beginning of year2011-12-31$11,005,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,234,687
Contract administrator fees2011-12-31$227
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,513,865
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,464,462
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$438,842
Total unrealized appreciation/depreciation of assets2010-12-31$438,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$142,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$97,343
Total income from all sources (including contributions)2010-12-31$18,294,392
Total loss/gain on sale of assets2010-12-31$9,435
Total of all expenses incurred2010-12-31$2,844,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,843,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,056,188
Value of total assets at end of year2010-12-31$86,313,660
Value of total assets at beginning of year2010-12-31$70,818,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$355
Total interest from all sources2010-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,473,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,473,832
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$269,769
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$156,045
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$99,994
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$134,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$88,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$142,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$97,343
Other income not declared elsewhere2010-12-31$14,367
Administrative expenses (other) incurred2010-12-31$355
Total non interest bearing cash at end of year2010-12-31$2,500
Total non interest bearing cash at beginning of year2010-12-31$2,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,450,071
Value of net assets at end of year (total assets less liabilities)2010-12-31$86,170,804
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$70,720,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$62,005,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$52,093,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$39,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$24,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$24,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,856,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,744,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,301,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,956,194
Employer contributions (assets) at end of year2010-12-31$11,005,510
Employer contributions (assets) at beginning of year2010-12-31$7,708,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,843,966
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$664,688
Aggregate carrying amount (costs) on sale of assets2010-12-31$655,253
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN

2022: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-004
Policy instance 1
Insurance contract or identification numberLCY-004
Number of Individuals Covered1161
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-004
Policy instance 1
Insurance contract or identification numberLCY-004
Number of Individuals Covered1166
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-004
Policy instance 1
Insurance contract or identification numberLCY-004
Number of Individuals Covered1248
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-004
Policy instance 1
Insurance contract or identification numberLCY-004
Number of Individuals Covered1250
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-004
Policy instance 1
Insurance contract or identification numberLCY-004
Number of Individuals Covered1326
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-004
Policy instance 1
Insurance contract or identification numberLCY-004
Number of Individuals Covered5816
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number032788
Policy instance 1
Insurance contract or identification number032788
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberLCY-004
Policy instance 2
Insurance contract or identification numberLCY-004
Number of Individuals Covered5922
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number032788
Policy instance 1
Insurance contract or identification number032788
Number of Individuals Covered5697
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29232
Policy instance 1
Insurance contract or identification number29232
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-19
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32788
Policy instance 2
Insurance contract or identification number32788
Number of Individuals Covered4659
Insurance policy start date2012-10-19
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29232
Policy instance 1
Insurance contract or identification number29232
Number of Individuals Covered6019
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29232
Policy instance 1
Insurance contract or identification number29232
Number of Individuals Covered5568
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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