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Sponsor portfolio

LEGACY LINK, INC.

EIN 58-2317890-individual & family services-Latest filing 2025
Plans
3
Retirement
1
$1.8M assets
Welfare
2
$215K premiums
Participants
238
P.O. BOX 1480, 4080 MUNDY MILL ROAD - OAKWOOD, GA 30566770-538-2650legacylink.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#001401k-$1.8M - 142 part#501Fully Insured-$118K - 112 lives#505Mixed-$97K - 94 lives

Benefits portfolio analytics

2 plans / $215K premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$97K
  • Vision$97K
  • Life$97K
  • Short-term disability$97K
  • Long-term disability$97K
  • Other$97K
Total $97K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $97K1 slice

Broker market share

Schedule A broker compensation

Split broker
95%top
  • JOHN SNELLINGS INSURANCE AGENCY INC95%
  • WATCHTOWER BENEFITS, LLC5%
  • PEACHTREE PLANNING OF GEORGIA0%
Total $20K3 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 LINK 401(K) PLAN

401k

Assets$1.8M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGACY LINK INC. LIFE AND AD&D BENEFIT PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$118K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

LEGACY LINK, INC. HEALTH & WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$97K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY LINK 401(K) PLAN401k$1.8M1422024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGACY LINK INC. LIFE AND AD&D BENEFIT PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$118K1122024
505LEGACY LINK, INC. HEALTH & WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$97K942025
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