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
Sponsor portfolio
RESOURCES LEGACY FUND
EIN 95-4703838non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$22.7M assets
Welfare
1
$2.3M premiums
Participants
337
400 CAPITOL MALL STE 2650 - SACRAMENTO, CA 95814916-442-5057resourceslegacyfund.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 190 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- CALIFORNIA PHYSICIANS SERVICE76%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
- KAISER FOUNDATION HEALTH PLAN INC9%
Broker market share
Schedule A broker compensation
74%top
- WOODRUFF-SAWYER & CO74%
- REUBEN WARNER ASSOCIATES, INC.26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
RESOURCES LEGACY FUND 401(K) PLAN
401k
Assets$22.7M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RESOURCES LEGACY FUND HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$2.3M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RESOURCES LEGACY FUND 401(K) PLAN | 401k | $22.7M | 203 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans