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Sponsor portfolioTH

LEGACY SENIOR LIVING LLC

EIN 20-5770211-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$2.1M premiums
Participants
1,365
2235 CANDIES LANE NW - CLEVELAND, TN 37312423-478-8071legacysl.netLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$1.2M - 782 part#501Fully Insured-$2.1M - 541 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 541 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Vision$1.7M
  • Dental$126K
  • Other$113K
  • Short-term disability$91K
  • Life$67K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • DELTA DENTAL OF CALIFORNIA6%
  • AFLAC2%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • COLE HARRIS46%
  • CBIZ BENEFITS & INSURANCE SERVICES46%
  • GREGORY FEARS2%
  • DAVID PAUL GALLOWAY1%
  • STACI FISHER1%
  • +3 more
Total $130K8 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 SENIOR LIVING, LLC 401(K) PLAN

401k

Assets$1.2M
Participants782
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGACY SENIOR LIVING LLC

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$2.1M
Covered lives541
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY SENIOR LIVING, LLC 401(K) PLAN401k$1.2M7822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGACY SENIOR LIVING LLCFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$2.1M5412025
Retirement plans
Welfare plans
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