Form 5500 · Employee benefit plan · HOUSTON, TX
LEGACY FUNERAL GROUP, LLC
LEGACY FUNERAL GROUP, LLC of HOUSTON, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is THE BALDWIN GROUP SOUTHWEST, LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-0562929 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TEXAS | Stop-loss | 551 | December | $129,510 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 334 | December | $45,653 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 103 | December | $17,884 |
| BLUECROSS BLUESHIELD OF TEXAS | Dental | 632 | December | $14,757 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 178 | December | $12,813 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 154 | December | $8,338 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 130 | December | $7,380 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 7 | December | $4,446 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 84 | December | $4,060 |
| DEARBORN LIFE INSURANCE COMPANY | Vision | 369 | December | $3,714 |
Questions
Who is LEGACY FUNERAL GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, LEGACY FUNERAL GROUP, LLC's broker of record is THE BALDWIN GROUP SOUTHWEST, LLC.
What insurance carrier does LEGACY FUNERAL GROUP, LLC use?
LEGACY FUNERAL GROUP, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF TEXAS, among 10 disclosed carriers.
When does LEGACY FUNERAL GROUP, LLC's group plan renew?
The most recent Schedule A policy period for LEGACY FUNERAL GROUP, 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 FUNERAL GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.