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Sponsor portfolio

LEGACY TRADITIONAL SCHOOLS

EIN 46-0641842-education management-Latest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$3.1M premiums
Participants
3,937
3201 S GILBERT RD, BLDG A - CHANDLER, AZ 85286480-270-5438legacytraditional.orgLinkedIn1001-5000 employeeseducation management
Plans on this EIN
2 filings
#002401k-$32.5M - 1,729 part#501Fully Insured-$3.1M - 2,337 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 2,337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$772K
  • Vision$772K
  • Other$475K
  • Life$358K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNITEDHEALTHCARE INSURANCE COMPANY60%
  • METROPOLITAN LIFE INSURANCE COMPANY25%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
  • CURALINC HEALTHCARE1%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEGACY TRADITIONAL SCHOOLS 401(K) PLAN

401k

Assets$32.5M
Participants1,729
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLAN

Fully Insured - HEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE

Premiums$3.1M
Covered lives2,337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEGACY TRADITIONAL SCHOOLS 401(K) PLAN401k$32.5M1,7292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEGACY TRADITIONAL SCHOOLS HEALTH AND WELFARE PLANFully InsuredHEALTH PLAN OF NEVADA/SIERRA HEALTH & LIFE$3.1M2,3372025
Retirement plans
Welfare plans
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