Plan Ledger DOL Form 5500 · updated monthly

Legacy Partners Realty, Inc.benefits

Legacy Partners Realty Health and Welfare Plan · FOSTER CITY, CA · plan year 2024

Broker compensation reported · 2024
$200,782

Legacy Partners Realty, Inc.'s benefits plan covered 339 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $200,782 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $592 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 202410
KAISER FOUNDATION HEALTH PLAN OF COLORADO · health drug hmopremiums n/a · 1 covered
AFLAC · stdpremiums n/a · 15 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 27 covered
CALIFORNIA DENTAL NETWORK, INC. · dentalpremiums n/a · 29 covered
AETNA LIFE INSURANCE COMPANY · health drug ppopremiums n/a · 300 covered
COMBINED INSURANCE COMPANYpremiums n/a · 140 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 339 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 57 covered
Brokers & agents paid · 20245
LONG TERM CARE SOLUTIONS$10,438
USI INSURANCE SERVICES LLC$187,658 · incl $324 fees
MJR INSURANCE SERVICES, LLC$906
MICHAEL BREITNER AND OTHER AGENTS$521
5 individual agents · names withheld$1,259

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.

Also brokered by Long Term Care Solutions5
Kitsap Bank WA$40,114

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 933419747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.