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Sponsor portfolioWelfare / HealthEIN 92-1211463
HDG LEGACY, LLC
125 NE FIRST AVENUE, SUITE 1 · OCALA, FL 34470
3528671347
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$752K
No prior year
Persons covered
132
No prior year
Total participants
132
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 |
|---|---|---|---|
| Health | $675K | 37.3% | |
| Prescription drug | $675K | 37.3% | |
| Dental | $77K | 4.2% | |
| Vision | $77K | 4.2% | |
| Life | $77K | 4.2% | |
| Short-term disability | $77K | 4.2% | |
| Long-term disability | $77K | 4.2% | |
| Other | $77K | 4.2% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 592015694 | HRx | $675K | 89.8% | 1 | 1 | 72 |
EIN 381082080 | DVLSTDLTDOth | $77K | 10.2% | 1 | 1 | 132 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SERVICES | MAITLAND, FL | BLUE CROSS BLUE SHIELD OF FLORIDA, SUN LIFE ASSURANCE COMPANY OF CANADA | $51K | $81K | $132K | 96.5% | 1 |
| DECISELY INSURANCE SERVICES INC | ALPHARETTA, GA | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $5K | $5K | 3.5% | 1 |
History & trajectory
2 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