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  2. LEGAL & GENERAL AMERICA, INC.
Sponsor portfolioTH

LEGAL & GENERAL AMERICA, INC.

EIN 52-1236150-insurance-Latest filing 2024
Plans
13
Retirement
2
$292.7M assets
Welfare
11
$20.1M premiums
Participants
11,042
3275 BENNETT CREEK AVENUE - FREDERICK, MD 21704301-279-4800lgamerica.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
13 filings
#003401k-$218.8M - 1,502 part#001CashBalance-$73.9M - 1,395 part#501Fully Insured-$18.4M - 1,020 lives#507Fully Insured-$908K - 1,172 lives#505Fully Insured-$418K - 1,153 lives#517Fully Insured-$137K - 693 lives#530Fully Insured-$88K - 323 lives#531Fully Insured-$67K - 361 lives#532Fully Insured-$61K - 205 lives#503Fully Insured-$24K - 1,182 lives#509Fully Insured-$1K - 921 lives#511Unknown-0 lives#525Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $292.7M assets / 2,897 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • AMERICA, INC. Savings (#003)75%
  • CASH BALANCE PLAN (#001)25%
Total $292.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
75%top
  • CHARLES SCHWAB & CO., INC.75%
  • (Not disclosed)25%
Total $292.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA, INC. Savings (#003)1,502
  • CASH BALANCE PLAN (#001)1,395
Total 2,897Click row to drill in

Benefits portfolio analytics

11 plans / $20.1M premiums / 7,030 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.6M
  • Vision$18.5M
  • Dental$18.4M
  • Life$908K
  • Short-term disability$418K
  • Long-term disability$418K
  • +1 more
Total $20.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • BANNER LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
  • CURALINC HEALTHCARE0%
  • +1 more
Total $20.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • NFP INSURANCE SERVICES INC20%
  • WILLIS TOWERS WATSON US LLC0%
Total $423K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN

401k

Assets$218.8M
Participants1,502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEGAL & GENERAL AMERICA, INC. CASH BALANCE PLAN

CashBalance

Assets$73.9M
Participants1,395
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGAL & GENERAL AMERICA, INC. HEALTH POLICY PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$18.4M
Covered lives1,020
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

LEGAL & GENERAL AMERICA, INC. GROUP LIFE INSURANCE PLAN

Fully Insured - BANNER LIFE INSURANCE COMPANY

Premiums$908K
Covered lives1,172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

LEGAL & GENERAL AMERICA INC. DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$418K
Covered lives1,153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

LEGAL & GENERAL AMERICA, INC. VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$137K
Covered lives693
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530

LEGAL & GENERAL AMERICA, INC. ACCIDENTAL INJURY PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$88K
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531

LEGAL & GENERAL AMERICA, INC. CRITICAL ILLNESS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$67K
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#532

LEGAL & GENERAL AMERICA, INC. HOSPITAL INDEMNITY PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$61K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LEGAL & GENERAL AMERICA, INC. EMPLOYEE ASSISTANCE PLAN

Fully Insured - CURALINC, LLC DBA CURALINC HEALTHCARE

Premiums$24K
Covered lives1,182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

LEGAL & GENERAL AMERICA, INC. TRAVEL ACCIDENT PLAN PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$1K
Covered lives921
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

LEGAL & GENERAL AMERICA, INC. FLEXIBLE SPENDING PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

LEGAL & GENERAL AMERICA, INC. SEVERANCE PLAN PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN401k$218.8M1,5022024
001LEGAL & GENERAL AMERICA, INC. CASH BALANCE PLANCashBalance$73.9M1,3952024

Welfare plans11

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGAL & GENERAL AMERICA, INC. HEALTH POLICY PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$18.4M1,0202024
507LEGAL & GENERAL AMERICA, INC. GROUP LIFE INSURANCE PLANFully InsuredBANNER LIFE INSURANCE COMPANY$908K1,1722024
505LEGAL & GENERAL AMERICA INC. DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF NORTH AMERICA$418K1,1532024
517LEGAL & GENERAL AMERICA, INC. VISION PLANFully InsuredVISION SERVICE PLAN$137K6932024
530LEGAL & GENERAL AMERICA, INC. ACCIDENTAL INJURY PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$88K3232024
531LEGAL & GENERAL AMERICA, INC. CRITICAL ILLNESS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$67K3612024
532LEGAL & GENERAL AMERICA, INC. HOSPITAL INDEMNITY PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$61K2052024
503LEGAL & GENERAL AMERICA, INC. EMPLOYEE ASSISTANCE PLANFully InsuredCURALINC, LLC DBA CURALINC HEALTHCARE$24K1,1822024
509LEGAL & GENERAL AMERICA, INC. TRAVEL ACCIDENT PLAN PLANFully InsuredFEDERAL INSURANCE COMPANY$1K9212024
511LEGAL & GENERAL AMERICA, INC. FLEXIBLE SPENDING PLANUnknown-$002024
525LEGAL & GENERAL AMERICA, INC. SEVERANCE PLAN PLANSelf Funded-$002024
Retirement plans
Welfare plans
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