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Sponsor portfolio

LEGACY CABINETS, INC.

EIN 63-1112070-building materials-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$501K premiums
Participants
1,059
285 LEGACY BOULEVARD - EASTABOGA, AL 36260800-813-1112legacycabinets.comLinkedIn501-1000 employeesbuilding materials
Plans on this EIN
2 filings
#002401k-$8.2M - 608 part#507Mixed-$501K - 366 lives

Benefits portfolio analytics

1 plan / $501K premiums / 366 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$229K
  • Other$148K
  • Life$89K
  • Short-term disability$70K
  • Vision$32K
  • Long-term disability$22K
Total $501K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY54%
  • SYMETRA LIFE INSURANCE COMPANY46%
Total $501K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • VELOCITY BENEFITS6%
Total $80K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEGACY CABINETS, INC. 401K PLAN

401k

Assets$8.2M
Participants608
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

LEGACY CABINETS, INC. HEALTH & WELFARE WRAP PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$501K
Covered lives366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEGACY CABINETS, INC. 401K PLAN401k$8.2M6082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507LEGACY CABINETS, INC. HEALTH & WELFARE WRAP PLANMixedSYMETRA LIFE INSURANCE COMPANY$501K3662025
Retirement plans
Welfare plans
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