PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. LEGACY HOME LOANS DBA STEADFAST MORTGAGE

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 46-3910740

LEGACY HOME LOANS DBA STEADFAST MORTGAGE

2206 21ST AVENUE SOUTH · NASHVILLE, TN 37215
6153708669
Plans filed
1
Years active
2025–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$228K
No prior year
Persons covered
448
No prior year
Total participants
127
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$228K
LEGACY HOME LOANS DBA STEADFAST MORTGAGE HEALTH & WELFARE PLAN
Fully insured448 covered·2 carriers
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$213K32.4%
Dental$213K32.4%
Vision$213K32.4%
Other$7K1.1%
Long-term disability$4K0.7%
Life$4K0.6%
Short-term disability$3K0.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 620427913
HDV
$213K93.6%11448
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$15K6.4%17121

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AUSTIN MADISONNASHVILLE, TNBLUECROSS BLUESHIELD OF TENNESSEE, INC$33K$0$33K78.7%1
HUB INTERNATIONAL MIDWEST LIMITEDNASHVILLE, TNUNITED OF OMAHA LIFE INSURANCE COMPANY$2K$7K$9K21.3%1

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica