Plan Ledger DOL Form 5500 · updated monthly

Hdg Legacy, LLCbenefits

Hdg Legacy, LLC Health and Welfare Benefit Plan · OCALA, FL · plan year 2025

Broker compensation reported · 2025
$136,600

Hdg Legacy, LLC's benefits plans covered 132 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $675,405. Insurance brokers and agents were paid $136,600 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 20.2% of premiums. That is $1,035 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 9.0x the $15,164 reported for 2024.

Insurance contracts · 20252
BLUE CROSS BLUE SHIELD OF FLORIDA · health drug ppo$675K · 72 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 132 covered
Brokers & agents paid · 20253
BROWN & BROWN INS SERVICES, INC.$91,306 · incl $81,228 fees
DECISELY INSURANCE SERVICES, INC.$4,770 · incl $4,770 fees
Also brokered by Brown & Brown5
Mayo Clinic MN$2,113,920
Srm Concrete, LLC TN$1,393,063

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 921211463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.