Plan Ledger DOL Form 5500 · updated monthly

Legacy Bank and Trustbenefits

Legacy Bank and Trust Wrap Plan · SPRINGFIELD, MO · plan year 2025

Broker compensation reported · 2025
$40,849

Legacy Bank and Trust's benefits plans covered 126 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $40,849 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $324 per covered person, above the median for employer plans that report broker pay. Broker pay rose 128% from $17,893 in 2024.

Insurance contracts · 20254
HEALTHY ALLIANCE LIFE INSURANCE COMPANY · health stop-losspremiums n/a · 223 covered
AMERICAN UNITED LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 153 covered
DELTA DENTAL OF MISSOURI · dentalpremiums n/a · 237 covered
ADVANTICA INSURANCE COMPANY · visionpremiums n/a · 171 covered
Brokers & agents paid · 20253
NIXON & LINDSTROM INSURANCE INC$20,256
NIXON & LIDSTROM INSURANCE INC.$16,763
BENETEK CORPORATION$3,830 · incl $3,830 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 440162310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.