Plan Ledger DOL Form 5500 · updated monthly

Legacy Transportation Services, Inc.benefits

Legacy Transportation Services Health and Welfare Plan · SAN JOSE, CA · plan year 2025

Broker compensation reported · 2025
$13,195

Legacy Transportation Services, Inc.'s benefits plans covered 173 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $13,195 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $76 per covered person, below the median for employer plans that report broker pay. Broker pay fell 19% from $16,330 in 2024.

Insurance contracts · 20257
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental visionpremiums n/a · 109 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 173 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 51 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 46 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 8 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · healthpremiums n/a · 32 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · healthpremiums n/a · 29 covered
Brokers & agents paid · 20254
TRUENORTH COMPANIES LC$4,595 · incl $745 fees
TRUENORTH COMPANIES, L.C.$6,561
WATCHTOWER BENEFITS, LLC$934 · incl $934 fees
Also brokered by Truenorth Companies Lc5
Croell, Inc IA$63,460

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 770288215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.