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Sponsor portfolio

AMERICAN LEGEND SERVICES

EIN 81-4800909-accounting-Latest filing 2025
Plans
3
Retirement
2
$147.6M assets
Welfare
1
$2.6M premiums
Participants
528
4400 STATE HIGHWAY 121, SUITE 400 - LEWISVILLE, TX 75056972-410-6503americaneagle-inc.comLinkedIn11-50 employeesaccounting
Plans on this EIN
3 filings
#002ESOP-$121.5M - 194 part#001401k-$26.1M - 196 part#501Fully Insured-$2.6M - 213 lives

Retirement portfolio analytics

2 plans aggregated / $147.6M assets / 390 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEE STOCK OWNERSHIP (#002)82%
  • SERVICES 401K PLAN (#001)18%
Total $147.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES 401K PLAN (#001)196
  • EMPLOYEE STOCK OWNERSHIP (#002)194
Total 390Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$356K
  • Vision$356K
  • Life$356K
  • Short-term disability$356K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRYDE GROUP, LLC100%
Total $133K1 slice

Plan deep-dives

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

AMERICAN LEGEND SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$121.5M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMERICAN LEGEND SERVICES 401K PLAN

401k

Assets$26.1M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN LEGEND SERVICES BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN LEGEND SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$121.5M1942024
001AMERICAN LEGEND SERVICES 401K PLAN401k$26.1M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN LEGEND SERVICES BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.6M2132025
Retirement plans
Welfare plans
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