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Sponsor portfolioWelfare / HealthEIN 82-0562929
LEGACY FUNERAL GROUP, LLC
3103 SACKETT STREET · HOUSTON, TX 77098
7135295770
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
632
No prior year
Total participants
365
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 |
|---|---|---|---|
| Stop-loss | $3.8M | 80.0% | |
| Other | $349K | 7.5% | |
| Life | $250K | 5.3% | |
| Dental | $148K | 3.1% | |
| Long-term disability | $89K | 1.9% | |
| Short-term disability | $64K | 1.4% | |
| Vision | $37K | 0.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | DSL | $3.9M | 87.8% | 1 | 2 | 632 |
EIN 470322111 | LSTDLTDOth | $503K | 11.3% | 1 | 7 | 334 |
EIN 362598882 | V | $37K | 0.8% | 1 | 1 | 369 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | DEARBORN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF TEXAS | $148K | $17K | $165K | 49.6% | 1 |
| BCI INSURANCE SOLUTIONS, INC. | HOUSTON, TX | UNITED OF OMAHA LIFE INSURANCE COMPANY | $101K | $18K | $119K | 35.6% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $34K | $34K | 10.3% | 1 |
| TRUVERIS, INC | — | BLUECROSS BLUESHIELD OF TEXAS | $0 | $15K | $15K | 4.5% | 1 |
History & trajectory
11 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