Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$3.8M
- Other$349K
- Life$250K
- Dental$148K
- Long-term disability$89K
- Short-term disability$64K
- +1 more
Sponsor portfolioTH
LEGACY FUNERAL GROUP, LLC
EIN 82-0562929individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$4.4M premiums
Participants
1,376
3103 SACKETT STREET - HOUSTON, TX 77098713-529-5770legacyfuneralgroup.comLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 632 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- UNITED OF OMAHA LIFE INSURANCE COMPANY11%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
50%top
- THE BALDWIN GROUP WEST LLC50%
- BCI INSURANCE SOLUTIONS, INC.36%
- CENTRO BENEFITS RESEARCH LLC10%
- TRUVERIS, INC5%
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 FUNERAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN
401k
Assets$12.7M
Participants1,011
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEGACY FUNERAL GROUP, LLC EMPLOYEE BENEFITS PLAN
Mixed - BLUECROSS BLUESHIELD OF TEXAS
Premiums$4.4M
Covered lives632
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY FUNERAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN | 401k | $12.7M | 1,011 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEGACY FUNERAL GROUP, LLC EMPLOYEE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF TEXAS | $4.4M | 632 | 2025 |
Retirement plans
Welfare plans