Plan Ledger DOL Form 5500 · updated monthly

Legacy Builders, Incbenefits

Legacy Builders, Inc. Employee Benefits Plan · CONCORD, CA · plan year 2024

Broker compensation reported · 2024
$126,979

Legacy Builders, Inc's benefits plans covered 169 active participants in 2024, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $144,167. Insurance brokers and agents were paid $126,979 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 88.1% of premiums. That is $751 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 88% from $67,661 in 2023.

Insurance contracts · 20248
STANDARD INSURANCE COMPANY · ltd$69K · 169 covered
STANDARD INSURANCE COMPANY · life$62K · 169 covered
STANDARD INSURANCE COMPANY · vision$13K · 120 covered
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY · health dental hmo ppopremiums n/a · 28 covered
BLUE CROSS OF CALIFORNIA · health hmo ppopremiums n/a · 47 covered
BLUE CROSS OF CALIFORNIA · health hmo ppopremiums n/a · 5 covered
HARTFORD LIFE AND ACCIDENTpremiums n/a · 28 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 155 covered
Brokers & agents paid · 20243
EDGEWOOD PARTNERS INSURANCE CENTER$95,589 · incl $4,718 fees
BEERE & PURVES INC$23,926 · incl $23,926 fees
PROFESSIONAL GROUP PLANS INC$7,464 · incl $512 fees
Also brokered by Edgewood Partners Insurance Center5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 680369570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.