Plan Ledger DOL Form 5500 · updated monthly

Resources Legacy Fundbenefits

Resources Legacy Fund Health and Welfare Plan · SACRAMENTO, CA · plan year 2025

Broker compensation reported · 2025
$211,363

Resources Legacy Fund's benefits plans covered 134 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $211,363 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,577 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 15% from $184,497 in 2024.

Insurance contracts · 20253
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 139 covered
CALIFORNIA PHYSICIANS' SERVICE · health drug hmo ppopremiums n/a · 190 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 18 covered
Brokers & agents paid · 20252
WOODRUFF-SAWYER & CO$156,785 · incl $102,814 fees
WARNER PACIFIC INSURANCE SERVICES$54,578 · incl $36,835 fees
Also brokered by Woodruff-Sawyer & Co5
Calix, Inc. CA$217,676

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 954703838 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.