Plan Ledger DOL Form 5500 · updated monthly

Heritage Food Service Investment LLC dba Legacy Food Groupbenefits

Heritage Food Service Investment LLC dba Legacy Food Group Health and Welfare Plan · GLEN ALLEN, VA · plan year 2024

Broker compensation reported · 2024
$107,328

Heritage Food Service Investment LLC dba Legacy Food Group's benefits plan covered 136 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $107,328 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $789 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20242
ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS (G1605) · health dental vision ppopremiums n/a · 223 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 262 covered
Brokers & agents paid · 20243
LOCKTON COMPANIES LLC$98,514 · incl $8,533 fees
MARSH & MCLENNAN$81 · incl $81 fees
Also brokered by Lockton5
Banner Health AZ$3,011,257

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 883530928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.