Form 5500 · Employee benefit plan · BLOOMINGTON, IL
LEGACY BENEFIT PLANS LLC
Public Form 5500 records show how LEGACY BENEFIT PLANS LLC (BLOOMINGTON, IL) structures its employee benefits. Its broker of record is MERLE JONES. Coverage is written through AIG and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0113411 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AIG | — | — | December | $0 |
| BENEFICIAL LIFE | — | — | December | $0 |
| MIDLAND NATIONAL | — | — | December | $0 |
| COLUMBUS LIFE | — | — | December | $0 |
| RELISTAR LIFE INSURANCE COMPANY | — | — | December | $0 |
| PENN MUTUAL | — | — | December | $0 |
| TRANSAMERICA | — | — | December | $0 |
| NATIONAL LIFE OF VERMONT | — | — | December | $0 |
Questions
Who is LEGACY BENEFIT PLANS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, LEGACY BENEFIT PLANS LLC's broker of record is MERLE JONES.
What insurance carrier does LEGACY BENEFIT PLANS LLC use?
LEGACY BENEFIT PLANS LLC's benefit plan is written through AIG, among 8 disclosed carriers.
When does LEGACY BENEFIT PLANS LLC's group plan renew?
The most recent Schedule A policy period for LEGACY BENEFIT PLANS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LEGACY BENEFIT PLANS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.