# Legacy Benefit Plans LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/legacy-benefit-plans-llc-800113411-503

> Legacy Benefit Plans LLC's Health & Welfare plan: 344 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Legacy Benefit Plans LLC

- **Sponsor EIN:** 800113411

- **Sponsor Address:** 501 TOWANDA BARNES ROAD, BLOOMINGTON, IL, 617054031

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 344

- **Total Assets:** $47.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|344|$47.5M|$13,354|$0|

| 2023|310|$45.4M|$26,708|$0|

| 2022|788|$45.0M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| LEGACY BENEFIT PLANS|Recordkeeper|$5,000|—|$5,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,000

- **Estimated Expense Ratio:** 0.011% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$975,961|—|$858,115|—|—|

| 2023|$809,464|—|$685,647|—|—|

| 2022|$937,306|—|$816,020|—|$21,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/legacy-benefit-plans-llc-800113411-503)

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