Legacy LLC Employee Benefit Plan — Form 5500 plan (Legacy, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Legacy LLC Employee Benefit Plan is a benefit plan reported by Legacy, LLC under EIN 47-2413816 and plan number 501. The latest loaded filing year is 2023. The filing reports 158 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legacy, LLC
EIN
47-2413816
Plan number
501
Plan type
2
Location
Milford, MI
Latest filing year
2023
Participants
158
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158C20240606135452NAL0022345137001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of MichiganTPA$110,323not reported in the loaded dataset2023
Kapnick And Company Inc.AGENT$1,605not reported in the loaded dataset2023
Naile PalajBROKER$1,069not reported in the loaded dataset2023

Related Form 5500 pages