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Sponsor portfolioTH

LEGACY COMMUNITY HEALTH SERVICES, INC.

EIN 76-0009637-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$74.0M assets
Welfare
1
$2.2M premiums
Participants
3,873
2929 ALLEN PARKWAY, SUITE 1300 - HOUSTON, TX 77019832-548-5278
Plans on this EIN
2 filings
#001403b-$74.0M - 2,145 part#501Mixed-$2.2M - 2,397 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 2,397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Other$1.2M
  • Dental$963K
  • Vision$963K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA56%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • NEW YORK LIFE AGENTS OF RECORD75%
  • ADRIAN NIETO12%
  • LOCKTON COMPANIES, LLC7%
  • DWIGHT KEYS6%
  • AP BENEFIT ADVISORS, LLC0%
Total $65K5 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 COMMUNITY HEALTH SERVICES, INC. 403(B) PLAN

403b

Assets$74.0M
Participants2,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGACY COMMUNITY HEALTH SERVICES, INC WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.2M
Covered lives2,397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY COMMUNITY HEALTH SERVICES, INC. 403(B) PLAN403b$74.0M2,1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGACY COMMUNITY HEALTH SERVICES, INC WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.2M2,3972024
Retirement plans
Welfare plans
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