Benefits broker of record · ASTON, PA
LEGACY RETIREMENT SOLUTIONS, LLC
LEGACY RETIREMENT SOLUTIONS, LLC of ASTON, PA is named as the broker of record on 14 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
14
Book size
under $10k
States
PA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| YORK CAPITAL MANAGEMENT (US) ADVISORS, L.P. | JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK | December |
| COIM USA, INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
| COIM USA, INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
| PURCHASING POWER LLC | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| BLUE PRISM SOFTWARE, INC. | PRINCIPAL LIFE INSURANCE COMPANY | November |
Subscriber access
9 more plans in LEGACY RETIREMENT SOLUTIONS, 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