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Sponsor portfolio

LEGACY OPERATING COMPANY, LLC

EIN 84-3242066-Latest filing 2025
Plans
3
Retirement
2
$2.0M assets
Welfare
1
$3.1M premiums
Participants
1,032
29470 STATE HIGHWAY 181 - DAPHNE, AL 36526844-222-2296
Plans on this EIN
3 filings
#001401k-$1.1M - 366 part#002401k-$891K - 369 part#515Fully Insured-$3.1M - 709 lives

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 735 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • 401(K) PLAN 001 (#001)56%
  • 401(K) PLAN 002 (#002)44%
Total $2.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • ADP BROKER-DEALER56%
  • (Not disclosed)44%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN 002 (#002)369
  • 401(K) PLAN 001 (#001)366
Total 735Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 709 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.8M
  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$230K
  • Life$230K
  • Short-term disability$141K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • A2 HOLDINGS, LLC55%
  • OAKBRIDGE INSURANCE AGENCY, LLC34%
  • CENTRO BENEFITS RESEARCH LLC9%
  • ART HAUSER INSURANCE INC2%
Total $190K4 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 OPERATING COMPANY, LLC 401(K) PLAN 001

401k

Assets$1.1M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEGACY OPERATING COMPANY, LLC 401(K) PLAN 002

401k

Assets$891K
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

LEGACY OPERATING COMPANY, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$3.1M
Covered lives709
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY OPERATING COMPANY, LLC 401(K) PLAN 001401k$1.1M3662024
002LEGACY OPERATING COMPANY, LLC 401(K) PLAN 002401k$891K3692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515LEGACY OPERATING COMPANY, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$3.1M7092025
Retirement plans
Welfare plans
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