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Sponsor portfolio

LSP HOLDCO LLC

EIN 86-3938599-Latest filing 2025
Plans
2
Retirement
1
$35.2M assets
Welfare
1
$10.3M premiums
Participants
3,184
2701 NORTH ROCKY POINT DR, SUITE 655 - TAMPA, FL 33607331-921-3090
Plans on this EIN
2 filings
#001401k-$35.2M - 1,861 part#501Fully Insured-$10.3M - 1,323 lives

Benefits portfolio analytics

1 plan / $10.3M premiums / 1,323 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.5M
  • Dental$9.5M
  • Vision$9.5M
  • Other$813K
  • Life$645K
  • Short-term disability$645K
  • +1 more
Total $10.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • STANDARD INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • LEGALPLANS, USA0%
Total $10.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $518K1 slice

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 SERVICE PARTNERS, LLC 401(K) PLAN

401k

Assets$35.2M
Participants1,861
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LSP HOLDCO LLC DBA LEGACY SERVICE PARTNERS HEALTH AND WELFARE BENEFIT WRAP PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$10.3M
Covered lives1,323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY SERVICE PARTNERS, LLC 401(K) PLAN401k$35.2M1,8612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LSP HOLDCO LLC DBA LEGACY SERVICE PARTNERS HEALTH AND WELFARE BENEFIT WRAP PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$10.3M1,3232025
Retirement plans
Welfare plans
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