Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.1M
- Dental$1.7M
- Health$1.7M
- Prescription drug$1.7M
- Life$1.2M
- Long-term disability$1.2M
- +1 more
Sponsor portfolio
LEGENCE HOLDINGS, LLC
EIN 85-4033009Latest filing 2025
Plans
2
Retirement
1
$216.8M assets
Welfare
1
$5.8M premiums
Participants
5,103
1331 TYLER STREET NE, SUITE 101 - MINNEAPOLIS, MN 55413408-347-3400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 6,146 covered livesCarrier market share
Premium dollars by Schedule A carrier
30%top
- DELTA DENTAL OF CALIFORNIA30%
- KAISER FOUNDATION HEALTH PLAN INC29%
- UNUM LIFE INSURANCE COMPANY OF AMERICA27%
- SPRING HEALTH9%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
101%top
- GCG FINANCIAL LLC101%
- EMPLOYEE NAVIGATOR, LLC-1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEGENCE 401(K) PLAN
401k
Assets$216.8M
Participants2,938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEGENCE HOLDINGS, LLC HEALTH AND WELFARE BENEFITS
Mixed - DELTA DENTAL OF CALIFORNIA
Premiums$5.8M
Covered lives6,146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEGENCE 401(K) PLAN | 401k | $216.8M | 2,938 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEGENCE HOLDINGS, LLC HEALTH AND WELFARE BENEFITS | Mixed | DELTA DENTAL OF CALIFORNIA | $5.8M | 6,146 | 2025 |
Retirement plans
Welfare plans