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Sponsor portfolio

LEGACY FRUIT, LLC

EIN 83-2036659-farming-Latest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$197K premiums
Participants
1,107
12 HOFFER ROAD - WAPATO, WA 98951509-877-4188sagefruit.comLinkedIn1001-5000 employeesfarming
Plans on this EIN
2 filings
#001401k-$8.8M - 539 part#503Mixed-$197K - 568 lives

Benefits portfolio analytics

1 plan / $197K premiums / 568 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$119K
  • Long-term disability$119K
  • Other$119K
  • Dental$52K
  • Vision$27K
Total $197K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • SYMETRA LIFE INSURANCE COMPANY60%
  • WILLAMETTE DENTAL INSURANCE, INC.26%
  • AMERITAS LIFE INSURANCE CORP.14%
Total $197K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • BERG BENEFITS, INC.73%
  • CONNEXION INSURANCE SOLUTIONS25%
  • ALLIANT INSURANCE SERVICES, INC.1%
Total $23K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEGACY FRUIT, LLC 401(K) PLAN AND TRUST

401k

Assets$8.8M
Participants539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LEGACY FRUIT, LLC HEALTH AND WELFARE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$197K
Covered lives568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY FRUIT, LLC 401(K) PLAN AND TRUST401k$8.8M5392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LEGACY FRUIT, LLC HEALTH AND WELFARE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$197K5682025
Retirement plans
Welfare plans
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