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Form 5500 · Employee benefit plan · SPRINGFIELD, MO

LEGACY BANK AND TRUST

LEGACY BANK AND TRUST's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is NIXON & LIDSTROM INSURANCE INC.. Coverage is written through AMERICAN UNITED LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 44-0162310 · plan 501 · as of Jul 2026

Participants
140
Carriers on file
2
Disclosed commissions
$13,839
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AMERICAN UNITED LIFE INSURANCE COMPANYLife, Disability167December$13,839
HEALTHY ALLIANCE LIFE INSURANCE COMPANYHealth, Stop-loss241December$0

Questions

Who is LEGACY BANK AND TRUST's benefits broker?

Per its most recent Form 5500 Schedule A, LEGACY BANK AND TRUST's broker of record is NIXON & LIDSTROM INSURANCE INC..

What insurance carrier does LEGACY BANK AND TRUST use?

LEGACY BANK AND TRUST's benefit plan is written through AMERICAN UNITED LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does LEGACY BANK AND TRUST's group plan renew?

The most recent Schedule A policy period for LEGACY BANK AND TRUST ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LEGACY BANK AND TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.