Benefits broker of record · COLUMBIA, MO
LEGACY ADVISORS LLC
LEGACY ADVISORS LLC of COLUMBIA, MO is named as the broker of record on 20 insurance contracts in public Form 5500 Schedule A filings.
20 contracts on file name LEGACY ADVISORS LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
LEGACY ADVISORS LLC brokers 20 insured contracts for 7 employers, all in Missouri.
Health is the largest line (10 contracts), followed by dental (6), vision (6), life (6).
HEALTHY ALLIANCE LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 25%); ANTHEM LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF MISSOURI follow.
Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
- Missouri20
Contracts by line.
health 10 · dental 6 · vision 6 · life 6 · disability 3 · stop-loss 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| WESTERN SMOKEHOUSE PARTNERS, LLC | GREENTOP, MO | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| COMPLETE HEALTHCARE SOLUTIONS, INC. | FAYETTE, MO | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| PALMER'S HOME CARE LLC | COLUMBIA, MO | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| THE BLUFFS | COLUMBIA, MO | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | May 1FY2024 |
| COMPLETE HEALTHCARE SOLUTIONS, INC. | FAYETTE, MO | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | Apr 1FY2025 |
more employers in LEGACY ADVISORS LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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