Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Dental$355K
- Vision$355K
- Life$355K
- Short-term disability$355K
- +2 more
Filings through .
Resources Legacy Fund
EIN 95-4703838non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$25.8M assets
Health & Benefits
1
$2.3M premiums
Participants
332
400 CAPITOL MALL, SUITE 2650 - SACRAMENTO, CA 95814916-442-5057resourceslegacyfund.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.3M premiums / 190 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
RESOURCES LEGACY FUND 401(K) PLAN
401(k)
Assets$25.8M
Participants198
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
RESOURCES LEGACY FUND HEALTH AND WELFARE PLAN
Fully insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$2.3M
Covered lives190
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | RESOURCES LEGACY FUND 401(K) PLAN | 401(k) | $25.8M | 198 | 2025 |
- #003 · 401(k) · 2025198
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | RESOURCES LEGACY FUND HEALTH AND WELFARE PLAN | Fully insured | CALIFORNIA PHYSICIANS' SERVICE | $2.3M | 190 | 2025 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS' SERVICE · 2025190
Retirement plans
Health & Benefits plans