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Sponsor portfolioTH

LEGACY NATIONAL BANK

EIN 20-2282203-banking-Latest filing 2025
Plans
3
Retirement
2
$9.8M assets
Welfare
1
$1.3M premiums
Participants
312
4055 W SUNSET AVE - SPRINGDALE, AR 727624801479-717-1977legacyar.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001401k-$7.4M - 116 part#002401k-$2.4M - 58 part#501Fully Insured-$1.3M - 138 lives

Retirement portfolio analytics

2 plans aggregated / $9.8M assets / 174 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PROFIT SHARING PLAN (#001)75%
  • PROFIT SHARING PLAN (#002)25%
Total $9.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)116
  • PROFIT SHARING PLAN (#002)58
Total 174Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Other$42K
  • Short-term disability$29K
  • Life$19K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • MCGRIFF INSURANCE SERVICES INC41%
  • THE CASON GROUP INC29%
  • MARSH & MCLENNAN AGENCY LLC27%
  • FMLASOURCE INC3%
Total $92K4 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

LEGACY NATIONAL BANK WASHINGTON COUNTY 401(K) PROFIT SHARING PLAN

401k

Assets$7.4M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEGACY NATIONAL BANK BENTON COUNTY 401(K) PROFIT SHARING PLAN

401k

Assets$2.4M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGACY NATIONAL BANK HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY NATIONAL BANK WASHINGTON COUNTY 401(K) PROFIT SHARING PLAN401k$7.4M1162024
002LEGACY NATIONAL BANK BENTON COUNTY 401(K) PROFIT SHARING PLAN401k$2.4M582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGACY NATIONAL BANK HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1382025
Retirement plans
Welfare plans
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