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LEGACY ORTHO, LLC
Sponsor portfolio
Welfare / Health
EIN
844161032
LEGACY ORTHO, LLC
8460 DUKE BLVD · MASON, OH 45040
6147472190
Plans filed
1
Years active
2021–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
i
$189K
No prior year
Persons covered
i
38
No prior year
Total participants
i
38
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$189K
LEGACY ORTHO, LLC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Self-funded
38 covered
·
1 carrier
Primary: COMPANION LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Health
$189K
33.3%
Prescription drug
$189K
33.3%
Stop-loss
$189K
33.3%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
COMPANION LIFE INSURANCE COMPANY
EIN 270523959
H
Rx
SL
$189K
100.0%
1
1
38
History & trajectory
3 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
Plan #501
LEGACY ORTHO, LLC EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
38 covered · 1 contract
$189K
Company contact details
Filing signers, plan administrators, auditors, actuaries
1 contact
Provider details
Schedule C providers, welfare brokers and carriers
1 provider
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
7 documents - 2 plans - 5 years