Original filing (PDF)20251015152406NAL0002546355001

LEGAL & GENERAL AMERICA, INC

Name: LEGAL & GENERAL AMERICA, INC — LEGAL & GENERAL AMERICA, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: LEGAL & GENERAL AMERICA, INC

Form 5500

FILING_RECEIVED

LEGAL & GENERAL AMERICA, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 2

87% in single holdingNo recordkeeper disclosed

Active participants

973

Accounts w/ balance

—

Plan assets (EOY)

$73.9M

Net assets (EOY)

$73.8M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGAL & GENERAL AMERICA, INC.

Plan sponsor

Name

LEGAL & GENERAL AMERICA, INC

EIN

52-1236150

Address

3275 BENNETT CREEK AVENUE · FREDERICK, MD · 21704

Phone

(301) 279-4800

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

COHN REZNICK LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security · 1 pooled fund· $47.2M(64% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$41.3M

1 holding

Other securities

$5.9M

1 holding

PI						% of plan
	SEPARATE ACCOUNTS OF THE BANNER LIC BANNER LIFE INSURANCE COMPANY · EIN 52-1236145 / PN 001	Pooled Separate Account	—	$14.2M	$41.3M	55.9%
	Banner Life Insurance Company General Investment Account	Other securities	—	$5.9M	$5.9M	8.0%