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Sponsor portfolio

LEGACY PROFESSIONALS LLP

EIN 32-0043599-accounting-Latest filing 2024
Plans
3
Retirement
1
$52.9M assets
Welfare
2
$1.8M premiums
Participants
520
4 WESTBROOK CORPORATE CENTER, SUITE 700 - WESTCHESTER, IL 60154312-368-0500legacycpas.comLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filings
#001401k-$52.9M - 243 part#501Fully Insured-$1.7M - 322 lives#502Fully Insured-$44K - 163 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 485 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$96K
  • Dental$94K
  • Life$53K
  • Long-term disability$44K
  • Vision$17K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ELITE ADMINISTRATION94%
  • BSP GROUP BENEFITS INC6%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $99K3 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 PROFESSIONALS LLP 401(K) PLAN

401k

Assets$52.9M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGACY PROFESSIONALS LLP WELFARE

Fully Insured - BLUE CROSS BLUE SHIELD

Premiums$1.7M
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LEGACY PROFESSIONALS LLP LONG TERM DISABILITY

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$44K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY PROFESSIONALS LLP 401(K) PLAN401k$52.9M2432024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGACY PROFESSIONALS LLP WELFAREFully InsuredBLUE CROSS BLUE SHIELD$1.7M3222024
502LEGACY PROFESSIONALS LLP LONG TERM DISABILITYFully InsuredDEARBORN LIFE INSURANCE COMPANY$44K1632024
Retirement plans
Welfare plans
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