Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$730K
- Life$655K
- Short-term disability$655K
- Long-term disability$655K
- Vision$66K
Sponsor portfolio
LEGACY HEALTHCARE SERVICES, INC
EIN 31-1679605health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
1
$38.9M assets
Welfare
1
$797K premiums
Participants
3,618
110 HORIZON DRIVE, SUITE 310 - RALEIGH, NC 27615919-424-5080legacyinc.comLinkedIn1001-5000 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $797K premiums / 865 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
- EYEMED VISION CARE8%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEGACY HEALTHCARE SERVICES, INC. 401(K) PLAN
401k
Assets$38.9M
Participants2,747
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEGACY HEALTHCARE SERVICES EMPLOYEE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$797K
Covered lives865
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEGACY HEALTHCARE SERVICES, INC. 401(K) PLAN | 401k | $38.9M | 2,747 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEGACY HEALTHCARE SERVICES EMPLOYEE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $797K | 865 | 2025 |
Retirement plans
Welfare plans