Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Other$138K
- Life$112K
- Short-term disability$112K
- Long-term disability$112K
- +1 more
Sponsor portfolioTH
LEGEND BANK, N.A.
EIN 75-0150372bankingLatest filing 2025
Plans
2
Retirement
1
$37.2M assets
Welfare
1
$1.9M premiums
Participants
427
910 US HWY 380 BUSINESS, P.O. BOX 387 - DECATUR, TX 76234817-490-6716legend-bank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 368 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- DEARBORN LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
- AFLAC1%
Broker market share
Schedule A broker compensation
98%top
- STEPHENS BASTIAN AND CARTWRIGHT LP98%
- JANIE REYES1%
- JASON L WEEKS0%
- MARY L WILLIAMS0%
- MARCI M SCHNITKER0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEGEND BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
ESOP
Assets$37.2M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEGEND BANK, N.A. HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.9M
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEGEND BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | ESOP | $37.2M | 231 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEGEND BANK, N.A. HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.9M | 368 | 2025 |
Retirement plans
Welfare plans