Form 5500 · Employee benefit plan · MILFORD, MI
LEGACY, LLC
LEGACY, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KAPNICK & COMPANY, INC.. Coverage is written through COLONIAL LIFE & ACCIDENT INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2413816 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | — | 36 | December | $5,177 |
| DELTA DENTAL OF MICHIGAN | Dental | 153 | December | $4,801 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 42 | December | $4,037 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 39 | December | $2,795 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 115 | December | $1,754 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 25 | December | $1,480 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 24 | December | $976 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 23 | December | $948 |
Questions
Who is LEGACY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, LEGACY, LLC's broker of record is KAPNICK & COMPANY, INC..
What insurance carrier does LEGACY, LLC use?
LEGACY, LLC's benefit plan is written through COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, among 8 disclosed carriers.
When does LEGACY, LLC's group plan renew?
The most recent Schedule A policy period for LEGACY, 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, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.