Plan Ledger DOL Form 5500 · updated monthly

Legacy Four Management Solutionsbenefits

Legacy Four Management Solutions Welfare Benefits Plan · NORCROSS, GA · plan year 2025

Broker compensation reported · 2025
$90,078

Legacy Four Management Solutions's benefits plans covered 305 active participants in 2025, providing health · life · dental · vision · death benefits. Insurance brokers and agents were paid $90,078 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $295 per covered person, above the median for employer plans that report broker pay. Broker pay rose 31% from $68,986 in 2024.

Insurance contracts · 20253
BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA · health dental vision ppopremiums n/a
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 305 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health dental visionpremiums n/a · 135 covered
Brokers & agents paid · 20252
J SMITH LANIER- A MARSH & MCLENNAN$70,541 · incl $59,788 fees
MARSH & MCLENNAN AGENCY LLC$19,537 · incl $8,959 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 821447295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.