Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$976K
- Other$103K
- Dental$95K
- Vision$95K
- Life$92K
- +2 more
Sponsor portfolio
LEGACY EDUCATION INC
EIN 84-5167957Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$1.7M premiums
Participants
733
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 314 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- KAISER FOUNDATION HEALTH PLAN INC58%
- BLUE CROSS OF CALIFORNIA30%
- RELIANCE STANDARD LIFE INSURANCE COMPANY11%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
62%top
- BENEFITS AMERICA INS. SVCS., LLC62%
- JONATHAN T GILMOUR INC.23%
- BEERE & PURVES INC9%
- J.D. GILMOUR & CO., INC.6%
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 EDUCATION INC 401K PLAN
401k
Assets$1.1M
Participants517
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEGACY EDUCATION INC. HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.7M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY EDUCATION INC 401K PLAN | 401k | $1.1M | 517 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEGACY EDUCATION INC. HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.7M | 314 | 2025 |
Retirement plans
Welfare plans