Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.1M
- Prescription drug$6.1M
- Dental$441K
- Other$169K
- Life$143K
- Long-term disability$111K
- +2 more
Sponsor portfolio
ONELEGACY
EIN 95-3138799hospital & health careLatest filing 2025
Plans
2
Retirement
1
$48.2M assets
Welfare
1
$6.9M premiums
Participants
1,129
1303 W. OPTICAL DRIVE - AZUSA, CA 91702213-229-5600onelegacy.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.9M premiums / 770 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- CALIFORNIA PHYSICIANS SERVICE88%
- DELTA DENTAL OF CALIFORNIA6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- VISION SERVICE PLAN1%
- EMPATHIA, INC.0%
- +2 more
Broker market share
Schedule A broker compensation
79%top
- IMA, INC.79%
- HUB INTERNATIONAL MIDWEST LIMITED16%
- CENTRO BENEFITS RESEARCH LLC4%
- WANGLIN, RONALD, CHASE1%
- MERCER HEALTH AND BENEFITS, LLC0%
- +1 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
ONELEGACY 403(B) RETIREMENT PLAN
403b
Assets$48.2M
Participants678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ONELEGACY WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$6.9M
Covered lives770
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ONELEGACY 403(B) RETIREMENT PLAN | 403b | $48.2M | 678 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ONELEGACY WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $6.9M | 770 | 2025 |
Retirement plans
Welfare plans