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Sponsor portfolioWelfare / HealthEIN 47-2413816
LEGACY, LLC
2195 S. MILFORD ROAD · MILFORD, MI 48381
2487697400
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$153K
No prior year
Persons covered
152
No prior year
Total participants
120
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $71K | 43.4% | |
| Other | $27K | 16.4% | |
| Short-term disability | $25K | 15.4% | |
| Life | $25K | 15.0% | |
| Long-term disability | $16K | 9.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381791480 | D | $71K | 46.6% | 1 | 1 | 152 |
EIN 350472300 | LSTDLTDOth | $66K | 43.2% | 1 | 6 | 119 |
EIN 570144607 | Oth | $15K | 10.1% | 1 | 1 | 34 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KAPNICK & COMPANY, INC. | ADRIAN, MI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF MICHIGAN, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19K | $2K | $20K | 81.8% | 1 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $3K | $3K | 13.3% | 1 |
| W F HILL AND ASSOCIATES INC | BINGHAM FARMS, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $539 | $162 | $701 | 2.8% | 1 |
| ROBIN W BASIL | BINGHAM FARMS, MI | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $370 | $109 | $479 | 1.9% | 1 |
| MARKS BENEFIT MANAGEMENT LLC | FAYETTEVILLE, AR | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | $6 | $17 | 0.1% | 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