Plan Ledger DOL Form 5500 · updated monthly

Legacy Partners, Incbenefits

Legacy Partners Health and Welfare Plan · FOSTER CITY, CA · plan year 2023

Broker compensation reported · 2023
$136,714

Legacy Partners, Inc's benefits plan covered 332 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $136,714 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $412 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 202310
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drug hmopremiums n/a · 1 covered
AFLAC · stdpremiums n/a · 25 covered
UNITED CONCORDIA INSURANCE COMPANY · dentalpremiums n/a · 410 covered
VISION SERVICE PLAN · visionpremiums n/a · 227 covered
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. · dentalpremiums n/a · 43 covered
AETNA LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 307 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 60 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life std ltdpremiums n/a · 338 covered
Brokers & agents paid · 20234
MJR INSURANCE SERVICES, LLC$1,075
SPALDING GRP. ENTERPRISES & AGENTS$541
USI INSURANCE SERVICES LLC$133,954 · incl $3,092 fees
6 individual agents · names withheld$1,144

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2023, EIN 752605182 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.