How big is Legacy Benefit Plans LLC's plan?

Legacy Benefit Plans LLC's plan reported $47.5M in assets and 344 participants for 2024.

Original filing (PDF)20251015203026NAL0005572449005

Legacy Benefit Plans LLC

Name: Legacy Benefit Plans LLC — Legacy Employee Welfare, Form 5500 (2024)
Creator: Legacy Benefit Plans LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Legacy Employee Welfare Benefit Plan & Trust

Health & welfare plan · Legacy Benefit Plans LLC's Legacy Employee Welfare Benefit Plan & Trust held $47.5M in plan assets for 344 participants in 2024.

Signals · 3

No auditor on fileNo ERISA fidelity bondNo recordkeeper disclosed

Active participants

344

Accounts w/ balance

—

Plan assets (EOY)

$47.5M

Net assets (EOY)

$26.9M

People on this filing

Jay Jensen signed Legacy Benefit Plans LLC's 2024 Form 5500 as plan administrator.

Jay Jensen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Legacy Benefit Plans LLC's EIN is 80-0113411.

EIN 80-0113411

Plan number 503

Plan year 2024

ACK ID 20251015203026NAL0005572449005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Benefit Plans LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Benefit Plans LLC's plan includes life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY BENEFIT PLANS LLC.

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Plan health score

Below-average — multiple flags

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
No ERISA fidelity bond reported.
Total administrative cost in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

LEGACY BENEFIT PLANS LLC

EIN

all filings

Address

501 TOWANDA BARNES ROAD · BLOOMINGTON, IL · 617054031

Phone

—

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

503

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4B · Life insurance

4G · Prepaid legal

4Q · Other

4T · 10-or-more-employer plan (Code section 419A(f)(6))

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEGACY BENEFIT PLANS	80-0113411	BLOOMINGTON, IL	CONTACT ADMINISTRATOR	$5K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.