Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$429K
- Other$261K
- Life$251K
- Long-term disability$251K
- Vision$105K
Sponsor portfolio
SUNS LEGACY PARTNERS, LLC
EIN 20-1257286sportsLatest filing 2025
Plans
2
Retirement
1
$41.8M assets
Welfare
1
$795K premiums
Participants
1,213
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $795K premiums / 981 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- DELTA DENTAL OF CALIFORNIA54%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA32%
- VISION SERVICE PLAN13%
- CURALINC HEALTHCARE1%
Broker market share
Schedule A broker compensation
63%top
- MARSH & MCLENNAN AGENCY LLC63%
- UNKNOWN37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHOENIX SUNS 401(K) SALARY SAVINGS PLAN
401k
Assets$41.8M
Participants608
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUNS LEGACY PARTNERS, LLC EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL OF ARIZONA
Premiums$795K
Covered lives981
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHOENIX SUNS 401(K) SALARY SAVINGS PLAN | 401k | $41.8M | 608 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUNS LEGACY PARTNERS, LLC EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL OF ARIZONA | $795K | 981 | 2025 |
Retirement plans
Welfare plans