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Benefits brokerage · 4 offices

LEGACY RISK SOLUTIONS

LEGACY RISK SOLUTIONS is named as the broker of record on 34 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
34
Carriers
14

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
GAINESVILLEGA32
No city on file—1
ATLANTAGA1
AUGUSTAGA1

Book profile

LEGACY RISK SOLUTIONS brokers 34 insured contracts for 14 employers, across 5 states, led by NC, SC, GA.

Disability is the largest line (16 contracts), followed by life (14), vision (7), dental (5).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (14, about 41%); LIFE INSURANCE COMPANY OF NORTH AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AFLAC follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 35% of the dated welfare contracts.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 16 · life 14 · vision 7 · dental 5

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
LEGACY RISK SOLUTIONS LLCGAINESVILLE, GAGAINESVILLE, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICAOct 1FY2025
SOUTHEASTERN CONTAINER, INCENKA, NCGAINESVILLE, GALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
SOUTHEASTERN CONTAINER, INCENKA, NCGAINESVILLE, GALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
M. B. HAYNES CORPORATIONASHEVILLE, NCGAINESVILLE, GAAMERICAN UNITED LIFE INSURANCE COMPANYSep 1FY2025
GUARANTY BANK & TRUST COMPANYBELZONI, MSGAINESVILLE, GAAFLACJan 1FY2024
Subscriber access
10

more employers in LEGACY RISK SOLUTIONS's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)