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Sponsor portfolio

LEGACY HOUSING CORPORATION

EIN 20-2897516-construction-Latest filing 2024
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$163K premiums
Participants
1,038
1600 AIRPORT FREEWAY, SUITE 100 - BEDFORD, TX 76022903-703-9263legacyhousingcorp.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$2.3M - 590 part#501Mixed-$163K - 506 lives

Benefits portfolio analytics

1 plan / $163K premiums / 506 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$163K
  • Dental$93K
  • Vision$93K
  • Other$93K
  • Short-term disability$70K
  • Long-term disability$70K
Total $163K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • METROPOLITAN LIFE INSURANCE COMPANY57%
  • PRINCIPAL LIFE INSURANCE COMPANY43%
Total $163K2 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • DANIEL JOSEPH OCONNELL36%
  • NEXT LEVEL INSURANCE AGENCY, LLC33%
  • SCOTT A METCALF30%
Total $21K3 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 HOUSING CORPORATION 401(K) PLAN

401k

Assets$2.3M
Participants590
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGACY HOUSING CORPORATION EMPLOYEE WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$163K
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY HOUSING CORPORATION 401(K) PLAN401k$2.3M5902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGACY HOUSING CORPORATION EMPLOYEE WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$163K5062024
Retirement plans
Welfare plans
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