Plan Ledger DOL Form 5500 · updated monthly

Legacy Healthcare Financial Services LLCbenefits

Legacy Healthcare Financial Services LLC Wrap Welfare Benefit Plan · SKOKIE, IL · plan year 2025

Broker compensation reported · 2025
$2,365,117

Legacy Healthcare Financial Services LLC's benefits plans covered 5,976 active participants in 2025, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $2,365,117 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $396 per covered person, above the median for employer plans that report broker pay. Broker pay rose 163% from $900,229 in 2024.

Insurance contracts · 20257
AETNA LIFE INSURANCE COMPANYpremiums n/a · 3,841 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · life stdpremiums n/a · 2,408 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 5,976 covered
COMBINED INSURANCE COMPANY · lifepremiums n/a · 923 covered
METLIFE LEGAL PLANSpremiums n/a · 583 covered
COMBINED INSURANCE COMPANY OF AMERICApremiums n/a · 119 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental visionpremiums n/a · 5,227 covered
Brokers & agents paid · 202511
EOI ENROLLMENT SERVICES LLC$1,350,591
EOI SERVICE COMPANY LLC$389,513
EOI SERVICE COMPANY$305,200
BENEFITS ALL IN$34,351
GALLAGHER BENEFIT SERVICES, INC.$223,378 · incl $38,768 fees
ROBINSON FINANCIAL GROUP INC$51,947 · incl $2,754 fees
ROBINSON FINANCIAL GROUP$6,745
BENEFITS ALL INS LLC$3,297
Individual agent · names withheld$39

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Eoi Enrollment Services LLC3

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 263151856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.