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Sponsor portfolioWelfare / HealthEIN 26-3151856
LEGACY HEALTHCARE FINANCIAL SERVICES LLC
3450 OAKTON STREET · SKOKIE, IL 60076
8476799797
- Plans filed
- 2
- Years active
- 2016–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$6.9M
No prior year
Persons covered
5,976
No prior year
Total participants
5,991
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Plan #501$8.0M
LEGACY HEALTHCARE FINANCIAL SERVICES LLC WELFARE BENEFIT PLAN
Mixed897 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #510$6.9M
LEGACY HEALTHCARE FINANCIAL SERVICES LLC WRAP WELFARE BENEFIT PLAN
Mixed5,976 covered·7 carriers
Primary: AMERICAN HERITAGE LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $3.5M | 28.2% | |
| Short-term disability | $2.6M | 20.6% | |
| Other | $2.2M | 17.5% | |
| Dental | $2.1M | 16.9% | |
| Vision | $2.1M | 16.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 590781901 | LSTD | $2.6M | 37.4% | 1 | 1 | 2,408 |
EIN 135581829 | DVOth | $2.2M | 32.6% | 1 | 2 | 5,227 |
EIN 066033492 | Oth | $1.1M | 15.6% | 1 | 1 | 3,841 |
EIN 362136262 | LOth | $738K | 10.8% | 1 | 2 | 923 |
EIN 350472300 | LOth | $243K | 3.5% | 1 | 1 | 5,976 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| EOI SERVICE COMPANY INC | SKOKIE, IL | COMBINED INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY, COMBINED INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE COMPANY | $2.0M | $0 | $2.0M | 86.5% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | ARLINGTON HEIGHTS, IL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS | $185K | $39K | $223K | 9.4% | 1 |
| ROBINSON FINANCIAL GROUP INC | SKOKIE, IL | COMBINED INSURANCE COMPANY, COMBINED INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS | $56K | $3K | $59K | 2.5% | 1 |
| BENEFITS ALL IN LLC | SKOKIE, IL | COMBINED INSURANCE COMPANY | $34K | $0 | $34K | 1.5% | 1 |
| BENEFITS ALL INSURANCE, LLC | SKOKIE, IL | COMBINED INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 0.1% | 1 |
| MARSH & MCLENNAN AGENCY LLC | SKOKIE, IL | COMBINED INSURANCE COMPANY | $39 | $0 | $39 | 0.0% | 1 |
| EFREM VILENSKI | SKOKIE, IL | COMBINED INSURANCE COMPANY | $39 | $0 | $39 | 0.0% | 1 |
| BROWN & BROWN INSURANCE SERVICES | SKOKIE, IL | COMBINED INSURANCE COMPANY | $17 | $0 | $17 | 0.0% | 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