Legacy Healthcare Financial Services 401(k) plan

Legacy Healthcare Financial Services, LLC, Skokie, IL. EIN 36-3151856. Annual reports 2015–2024.

Legacy Healthcare Financial Services, LLC has one active retirement plan on file, the Legacy Healthcare 401(k) Retirement Plan, with 7,830 participants and $105 million in assets in 2024. Empower has been its recordkeeper since 2015. No traditional pension plan appears in Legacy Healthcare Financial Services's filings since 2015.

Active plans: 1
Participants: 7,830
Plan assets: $105 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Health care

The plan

Legacy Healthcare 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 36-3151856
Participants (2024): 7,830
Net assets (2024): $105 million
Recordkeeper: Empower2015–2024
Plan administrator: Legacy Healthcare Financial Services, LLC
3450 Oakton Street
Skokie, IL 60076
(847) 679-9797As filed for 2024
In effect since: January 1, 2015

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,830	$105 million	Empower
2023	6,305	$61.5 million	Empower
2022	5,321	$42.1 million	Empower
2021	4,805	$34.1 million	Empower
2020	4,745	$23.3 million	Empower
2019	3,676	$17.8 million	Empower
2018	3,202	$12.2 million	Empower
2017	3,312	$8.3 million	Empower
2016	2,941	$3.4 million	Empower
2015	1,448	$889,331	Empower

If you had money in one of these plans

Call Empower (empower.com), which runs the Legacy Healthcare 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((847) 679-9797). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Legacy Healthcare 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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