Form 5500 · Employee benefit plan · SKOKIE, IL
LEGACY HEALTHCARE FINANCIAL SERVICES LLC
LEGACY HEALTHCARE FINANCIAL SERVICES LLC of SKOKIE, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DAVIDSON JAMES DUNCAN. Coverage is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3151856 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Life | 2,391 | December | $450,017 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 2,480 | August | $138,642 |
| AETNA LIFE INSURANCE COMPANY | — | 4,543 | December | $121,766 |
| COMBINED INSURANCE COMPANY | — | 814 | December | $67,790 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental, Vision | 5,194 | December | $57,477 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 5,815 | December | $7,297 |
| COMBINED INSURANCE COMPANY OF AMERICA | Life | 171 | December | $3,839 |
Questions
Who is LEGACY HEALTHCARE FINANCIAL SERVICES LLC's benefits broker?
Per its most recent Form 5500 Schedule A, LEGACY HEALTHCARE FINANCIAL SERVICES LLC's broker of record is DAVIDSON JAMES DUNCAN.
What insurance carrier does LEGACY HEALTHCARE FINANCIAL SERVICES LLC use?
LEGACY HEALTHCARE FINANCIAL SERVICES LLC's benefit plan is written through AMERICAN HERITAGE LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does LEGACY HEALTHCARE FINANCIAL SERVICES LLC's group plan renew?
The most recent Schedule A policy period for LEGACY HEALTHCARE FINANCIAL SERVICES 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 HEALTHCARE FINANCIAL SERVICES LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.