Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Prescription drug$3.5M
- Other$3.4M
- Short-term disability$471K
- Dental$462K
- Vision$458K
- +2 more
Sponsor portfolio
LEGACY PARTNERS REALTY, INC.
EIN 93-3419747real estateLatest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$4.1M premiums
Participants
689
950 TOWER LANE, SUITE 900 - FOSTER CITY, CA 94404650-235-2642expectlegendaryresults.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 358 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- AETNA LIFE INSURANCE COMPANY71%
- KAISER FOUNDATION HEALTH PLAN INC15%
- UNITED OF OMAHA LIFE INSURANCE COMPANY11%
- COMBINED INSURANCE COMPANY OF AMERICA2%
- AFLAC0%
- +3 more
Broker market share
Schedule A broker compensation
95%top
- USI INSURANCE SERVICES LLC95%
- LONG TERM CARE SOLUTIONS, INC.4%
- MJR INSURANCE SERVICES LLC0%
- MICHAEL JOHN RINKE AND AGENTS0%
- JORGE VALENCIA0%
- +3 more
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 PARTNERS REALTY INC RETIREMENT PLAN
401k
Assets$28.8M
Participants330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEGACY PARTNERS REALTY HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$4.1M
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY PARTNERS REALTY INC RETIREMENT PLAN | 401k | $28.8M | 330 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEGACY PARTNERS REALTY HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $4.1M | 358 | 2025 |
Retirement plans
Welfare plans