Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$71K
- Other$27K
- Short-term disability$25K
- Life$25K
- Long-term disability$16K
Sponsor portfolio
LEGACY, LLC
EIN 47-2413816real estateLatest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$153K premiums
Participants
276
2195 S. MILFORD ROAD, SUITE B - MILFORD, MI 48381248-769-7400legacypmc.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $153K premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- DELTA DENTAL OF CALIFORNIA47%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY43%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
82%top
- KAPNICK & COMPANY, INC.82%
- CENTRO BENEFITS RESEARCH LLC13%
- W F HILL AND ASSOCIATES INC3%
- ROBIN W BASIL2%
- MARKS BENEFIT MANAGEMENT LLC0%
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, LLC 401(K) PLAN
401k
Assets$4.9M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEGACY LLC EMPLOYEE BENEFIT PLAN
Mixed - DELTA DENTAL OF MICHIGAN
Premiums$153K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY, LLC 401(K) PLAN | 401k | $4.9M | 156 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEGACY LLC EMPLOYEE BENEFIT PLAN | Mixed | DELTA DENTAL OF MICHIGAN | $153K | 152 | 2025 |
Retirement plans
Welfare plans