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  2. Legacy Professionals LLP
  • Benefits analytics
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Filings through Oct 24, 2026.

Legacy Professionals LLP

EIN 32-0043599-accounting-Latest filing 2025
Plans
3
Retirement
1
$59.1M assets
Health & Benefits
2
$2.0M premiums
Participants
539
4 WESTBROOK CORPORATE CENTER, SUITE 700 - WESTCHESTER, IL 60154312-368-0500legacycpas.comLinkedIn51-200 employeesaccounting
Plans on this EIN
3 filings
#001401(k)-$59.1M - 251 part#501Fully insured-$1.9M - 337 lives#502Fully insured-$46K - 172 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $2.0M premiums / 509 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Other$109K
  • Dental$105K
  • Life$58K
  • Long-term disability$46K
  • Vision$18K
Total $2.0M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

LEGACY PROFESSIONALS LLP 401(K) PLAN

401(k)

Assets$59.1M
Participants251
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LEGACY PROFESSIONALS LLP WELFARE

Fully insured - BLUE CROSS BLUE SHIELD

Premiums$1.9M
Covered lives337
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

LEGACY PROFESSIONALS LLP LONG TERM DISABILITY

Fully insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$46K
Covered lives172
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LEGACY PROFESSIONALS LLP 401(K) PLAN401(k)$59.1M2512025
  • LEGACY PROFESSIONALS LLP 401(K) PLAN$59.1M
    #001 · 401(k) · 2025251

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LEGACY PROFESSIONALS LLP WELFAREFully insuredBLUE CROSS BLUE SHIELD$1.9M3372025
#502LEGACY PROFESSIONALS LLP LONG TERM DISABILITYFully insuredDEARBORN LIFE INSURANCE COMPANY$46K1722025
  • LEGACY PROFESSIONALS LLP WELFARE$1.9M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD · 2025337
  • LEGACY PROFESSIONALS LLP LONG TERM DISABILITY$46K
    #502 · Fully insured · DEARBORN LIFE INSURANCE COMPANY · 2025172
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
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