Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LEGACY HEALTH
EIN 23-7426300hospital & health careLatest filing 2024
Plans
4
Retirement
3
$3.60B assets
Welfare
1
$8.2M premiums
Participants
58,960
1919 NW LOVEJOY STREET - PORTLAND, OR 972091566503-415-5600legacyhealth.orgLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $3.60B assets / 46,088 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.2M premiums / 5,986 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.1M
- Short-term disability$2.3M
- Other$1.4M
- Long-term disability$444K
Carrier market share
Premium dollars by Schedule A carrier
56%top
- HARTFORD LIFE AND ACCIDENT56%
- AFLAC28%
- LIFE INSURANCE COMPANY OF NORTH AMERICA13%
- ARAG INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
42%top
- WILLIS TOWERS WATSON US LLC42%
- ELIZABETH GRELLNER28%
- RUTH LARKIN14%
- WOODRUFF-SAWYER & CO11%
- J MANNING AND ASSOCIATES2%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LEGACY HEALTH 403(B) PLAN
403b
Assets$1.97B
Participants20,439
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN
ProfitSharing
Assets$817.2M
Participants14,662
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEGACY HEALTH EMPLOYEES RETIREMENT PLAN
CashBalance
Assets$810.3M
Participants10,987
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
LEGACY HEALTH SYSTEM WELFARE BENEFITS PLAN UNFUNDED
Mixed - HARTFORD LIFE & ACCIDENT
Premiums$8.2M
Covered lives5,986
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LEGACY HEALTH 403(B) PLAN | 403b | $1.97B | 20,439 | 2024 | |
| 002 | LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN | ProfitSharing | $817.2M | 14,662 | 2024 | |
| 001 | LEGACY HEALTH EMPLOYEES RETIREMENT PLAN | CashBalance | $810.3M | 10,987 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | LEGACY HEALTH SYSTEM WELFARE BENEFITS PLAN UNFUNDED | Mixed | HARTFORD LIFE & ACCIDENT | $8.2M | 5,986 | 2024 |
Retirement plans
Welfare plans