LEGACY INSURANCE PARTNERS, INC. 401(k) Plan
What public Form 5500 filings show about the LEGACY INSURANCE PARTNERS, INC. 401(k) plan — and how to find and check your own account.
The LEGACY INSURANCE PARTNERS, INC. 401(k) on its latest Form 5500
LEGACY INSURANCE PARTNERS, INC. (EIN 84-3748559) reports LEGACY INSURANCE PARTNERS, INC. on its most recent Form 5500, with $10.6M in plan assets across 47 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full LEGACY INSURANCE PARTNERS, INC. filing — schedules, fees, and providers.
Who runs the LEGACY INSURANCE PARTNERS, INC. 401(k)?
LEGACY INSURANCE PARTNERS, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask LEGACY INSURANCE PARTNERS, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED HEALTHCARE SERVICES.
How to check your LEGACY INSURANCE PARTNERS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LEGACY INSURANCE PARTNERS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).