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Sponsor portfolioTH

THE LEGACY SENIOR COMMUNITIES, INC.

EIN 03-0435268-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$2.8M premiums
Participants
1,217
8260 MANDERVILLE LANE, SUITE 400 - DALLAS, TX 75231972-468-6160thelegacyseniorcommunities.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$10.0M - 825 part#501Fully Insured-$2.8M - 510 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 510 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Other$194K
  • Life$190K
  • Short-term disability$190K
  • Long-term disability$190K
  • Dental$178K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CURATIVE INSURANCE COMPANY86%
  • HARTFORD LIFE AND ACCIDENT7%
  • AMERITAS LIFE INSURANCE CORP.6%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • BOWIE BALLARD0%
Total $187K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE LEGACY SENIOR COMMUNITIES 403(B) PLAN

403b

Assets$10.0M
Participants825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGACY SENIOR COMMUNITIES EMPLOYEE BENEFITS PLAN

Fully Insured - CURATIVE INSURANCE COMPANY

Premiums$2.8M
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LEGACY SENIOR COMMUNITIES 403(B) PLAN403b$10.0M8252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGACY SENIOR COMMUNITIES EMPLOYEE BENEFITS PLANFully InsuredCURATIVE INSURANCE COMPANY$2.8M5102025
Retirement plans
Welfare plans
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