Plan Ledger DOL Form 5500 · updated monthly

Suns Legacy Partners, LLCbenefits

Suns Legacy Partners, LLC Employee Benefits Plan · PHOENIX, AZ · plan year 2025

Broker compensation reported · 2025
$16,277

Suns Legacy Partners, LLC's benefits plans covered 605 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $425,048. Insurance brokers and agents were paid $16,277 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 3.8% of premiums. That is $27 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 75% from $66,417 in 2024.

Insurance contracts · 20254
DELTA DENTAL OF ARIZONA · dental$425K · 981 covered
CURALINC, LLCpremiums n/a · 641 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 605 covered
VISION SERVICE PLAN · visionpremiums n/a · 511 covered
Brokers & agents paid · 20253
MARSH AND MCLENNAN INS AGENCY LLC$7,612
UNKNOWN$6,002 · incl $6,002 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 201257286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.