Plan Ledger DOL Form 5500 · updated monthly

Legacy Funeral Group, LLCbenefits

Legacy Funeral Group, LLC Employee Benefits Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$333,308

Legacy Funeral Group, LLC's benefits plans covered 365 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $3,750,339. Insurance brokers and agents were paid $333,308 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 8.9% of premiums. That is $913 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 20% from $278,547 in 2024.

Insurance contracts · 202510
BLUECROSS BLUESHIELD OF TEXAS · stop-loss$3.8M · 551 covered
BLUECROSS BLUESHIELD OF TEXAS · dentalpremiums n/a · 632 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 178 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 130 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 154 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 103 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 334 covered
DEARBORN LIFE INSURANCE COMPANY · visionpremiums n/a · 369 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 7 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 84 covered
Brokers & agents paid · 20254
THE BALDWIN GROUP SOUTHWEST, LLC$165,329 · incl $17,348 fees
BCI INSURANCE SOLUTIONS, INC.$118,628 · incl $18,054 fees
TRUVERIS, INC$15,000 · incl $15,000 fees
CENTRO BENEFITS GROUP, LLC$34,351 · incl $34,351 fees
Also brokered by The Baldwin Group Southwest, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 820562929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.