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Sponsor portfolioWelfare / HealthEIN 03-0435268

LEGACY SENIOR COMMUNITIES

8260 MANDERVILLE LANE · DALLAS, TX 75231
9724686188
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.8M
No prior year
Persons covered
510
No prior year
Total participants
392
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.8M
LEGACY SENIOR COMMUNITIES EMPLOYEE BENEFITS PLAN
Fully insured510 covered·4 carriers
Primary: CURATIVE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.4M67.9%
Other$194K5.5%
Life$190K5.4%
Short-term disability$190K5.4%
Long-term disability$190K5.4%
Dental$178K5.1%
Vision$178K5.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CURATIVE INSURANCE COMPANY
EIN 882837119
H
$2.4M86.5%11260
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$190K6.9%11384
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$178K6.5%11510
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$3K0.1%1121

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCDALLAS, TXPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, HARTFORD LIFE AND ACCIDENT, CURATIVE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP.$180K$8K$187K99.9%1
BOWIE BALLARDRICHARDSON, TXPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$163$0$1630.1%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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